Ronald Detweiler has been an investment adviser representative at Basepoint Wealth since February 2024, and is not listed among the firm’s executive officers or direct owners.
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.
Ronald Detweiler’s longest registration was 4 years at Avantax Planning Partners, Inc. (2019–2023). Before joining Basepoint Wealth in 2024, Ronald Detweiler was registered through Avantax Planning Partners, Inc.
- Basepoint Wealth, LLCCurrent– present · 2 yearsCedar Rapids, IA · Adviser representative · Firm CRD 289538
- Avantax Planning Partners, Inc.– · 4 yearsHiawatha, IA · Adviser representative · Firm CRD 106237
Investment adviser representative registrations
Ronald Detweiler is registered as an investment adviser representative in Iowa, since February 2024.
- IowaSince 8 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 December 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 August 1991 |
| Series 7 | General Securities Representative Examination | 21 October 1989 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ronald Lee Detweiler
- CRD
- 1899207
- Firm
- Basepoint Wealth · CRD 289538
- Office
- 4700 N. RIVER BLVD NE, Cedar Rapids, IA 52411
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Ronald Detweiler work?
Ronald Detweiler is an investment adviser representative registered through Basepoint Wealth, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Ronald Detweiler a financial advisor?
Yes. Ronald Detweiler has a current investment-adviser registration in Iowa, through Basepoint Wealth since February 2024.
How many years of experience does Ronald Detweiler have?
Ronald Detweiler has 6 years in the financial industry, since January 2020, across 2 adviser firms.
What exams has Ronald Detweiler passed?
Ronald Detweiler has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1989.
Where did Ronald Detweiler work before Basepoint Wealth?
Before Basepoint Wealth, Ronald Detweiler was registered through Avantax Planning Partners, Inc., January 2019 to January 2023.
Where is Ronald Detweiler based?
Ronald Detweiler’s registered office is in Cedar Rapids, IA.
Is Ronald Detweiler registered with FINRA?
No. Ronald Detweiler has no current broker registration.
How can I verify Ronald Detweiler’s record?
Search CRD 1899207 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ronald Detweiler’s full registration record.
