Shayne Boles has been an investment adviser representative at Basepoint Wealth since June 2018, 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.
- Basepoint Wealth, LLCCurrent– present · 8 yearsCedar Rapids, IA · Adviser representative · Firm CRD 289538
Investment adviser representative registrations
Shayne Boles is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2018; the most recent is Texas, in August 2023.
- IowaSince 1 June 2018
- TexasResidentSince 29 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 June 2018 |
| Series 66 | Uniform Combined State Law Examination | 3 July 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Shayne Michael Boles
- CRD
- 6741219
- Firm
- Basepoint Wealth · CRD 289538
- Office
- 4700 N. RIVER BLVD NE, Cedar Rapids, IA 52411
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Shayne Boles work?
Shayne Boles is an investment adviser representative registered through Basepoint Wealth, LLC since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Shayne Boles a financial advisor?
Yes. Shayne Boles has a current investment-adviser registration in Iowa and Texas, through Basepoint Wealth since June 2018.
How many years of experience does Shayne Boles have?
Shayne Boles has 8 years in the financial industry, since May 2018, across 1 adviser firm.
What exams has Shayne Boles passed?
Shayne Boles has passed 2 licensing exams: the Series 66 and Series 65. The earliest, the Series 66, was passed in July 2017.
Where is Shayne Boles based?
Shayne Boles’ registered office is in Cedar Rapids, IA.
Is Shayne Boles registered with FINRA?
No. Shayne Boles has no current broker registration.
How can I verify Shayne Boles’ record?
Search CRD 6741219 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shayne Boles’ full registration record.
