Bryan Knudson has been Member, Senior Wealth Advisor of Basepoint Wealth since August 2017, is a control person of the firm and directly owns between 5% and 10% of it. Bryan Knudson holds a B.S. from the College of Business, Iowa State University.
Basepoint Wealth, LLC is a Cedar Rapids, IA firm with $884M under management, 1,263 clients and 13 advisers across 4 offices, as of its August 2026 filing.
Bryan Knudson is Senior Wealth Advisor and a founding partner of Basepoint Wealth. He has nearly 20 years of industry experience helping individuals and families, and was introduced to the career path in 2003.
Bryan Knudson’s longest registration was 14 years at Ameriprise Financial Services, Inc. (2003–2017). Before joining Basepoint Wealth in 2017, Bryan Knudson was registered through Ameriprise Financial Services, Inc.
- Basepoint Wealth, LLCCurrent– present · 9 yearsCedar Rapids, IA · Adviser representative · Firm CRD 289538
- Ameriprise Financial Services, Inc.– · 14 yearsDubuque, IA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Basepoint Wealth
- Certified Private Wealth Advisor (CPWA®)
Investment adviser representative registrations
Bryan Knudson is registered as an investment adviser representative in 3 states. The first approvals date from October 2017; the most recent is Nebraska, in August 2023.
- IowaSince 11 October 2017
- NebraskaSince 29 August 2023
- TexasSince 15 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 May 2003 |
| Series 7 | General Securities Representative Examination | 21 April 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bryan Jennings Knudson
- CRD
- 4642319
- Firm
- Basepoint Wealth · CRD 289538
- Role
- Member, Senior Wealth Advisor
- Office
- 4700 N. RIVER BLVD NE, Cedar Rapids, IA 52411
- Registration
- Investment adviser registration
- In the industry since
- April 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- basepointwealth.com
Where does Bryan Knudson work?
Bryan Knudson has been Member, Senior Wealth Advisor of Basepoint Wealth, LLC since August 2017, and is a control person of the firm.
Is Bryan Knudson a financial advisor?
Yes. Bryan Knudson has a current investment-adviser registration in Iowa, Nebraska and Texas, through Basepoint Wealth since October 2017.
How many years of experience does Bryan Knudson have?
Bryan Knudson has 23 years in the financial industry, since April 2003, across 2 adviser firms.
What exams has Bryan Knudson passed?
Bryan Knudson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2003. FINRA credited Bryan Knudson with the SIE, which began in October 2018.
Where is Bryan Knudson based?
Bryan Knudson’s registered office is in Cedar Rapids, IA.
Is Bryan Knudson registered with FINRA?
No. Bryan Knudson has no current broker registration.
How can I verify Bryan Knudson’s record?
Search CRD 4642319 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Knudson’s full registration record.
