Scott Michael Cooley
Investment adviser representative at Basepoint Wealth, LLC
14 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$883.8MFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Basepoint Wealth, LLCSep 2018 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Sep 2018
- Northwestern Mutual Investment Services, LLCApr 2012 to Sep 2018
- Northwestern MutualJan 2012 to Sep 2018
- Northwestern Mutual Life Insurance CompanyJan 2012 to Sep 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (IA, NE).
Basepoint Wealth, LLC
$883.8MAssets managed
1,263Clients
13Advisers
9 yearsIn 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
- 6011648
- Firm CRD
- 289538