Joseph Norman Levesque
Investment adviser representative at Basecamp Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Basecamp Wealth Advisors, LLCFeb 2025 to now
- Mercer Global Advisors, Inc.May 2024 to Dec 2024
- The Clarius Group, LLCJul 2021 to May 2024
- Laird Norton Wealth ManagementDec 2020 to Jul 2021
- Filament LLCJan 2019 to Nov 2020
- Filament LLCJul 2015 to Dec 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (ID, WA).
Basecamp Wealth Advisors, LLC
$1.1BAssets managed
80Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5561495
- Firm CRD
- 334018