Kirk Sadilek
AIF®, ChFC®, RICP®, CFP®
Basepoint Wealth
Senior Wealth Advisor
Kirk Sadilek
AIF®, ChFC®, RICP®, CFP®
Basepoint Wealth
Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kirk Sadilek, AIF®, ChFC®, RICP®, CFP®
Fee-Only financial planner located in Cedar Rapids, Iowa, serving clients locally and across the country
Kirk Sadilek is a Cedar Rapids, Iowa fee-only financial advisor serving clients locally and across the country. Basepoint Wealth provides comprehensive financial planning, investment management, tax planning, and retirement plan solutions to help individuals and businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kirk Sadilek is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kirk Sadilek brings over 35 years of valuable financial industry experience to the Basepoint Wealth team and the clients he serves. Prior to joining our team, Kirk had a 22 year tenure at Principal Financial and was a Court of the Table qualifier and 15-year Million Dollar Round Table (MDRT) qualifier.
A graduate of Washington High School, Kirk graduated from Central College in Pella, IA before returning to his hometown of Cedar Rapids to begin his career. Kirk and his wife Wendy enjoy spending quality time with their five adult children.
Kirk is active with the Catholic Foundation in the Archdiocese of Dubuque, Variety - The Children's Charity and was appointed to the national board of the Society of Financial Service Professionals in 2022.
Outside of work, Kirk enjoys spending time on the water with a fishing pole in his hand. He and his wife enjoy traveling and spending time being active and enjoying the great outdoors.
Basepoint Wealth is an independent, fee-only wealth advisory firm based in Cedar Rapids, IA. Our goal is to make fiduciary financial advice more accessible to regular families. No commissions, no sales or pressure, just quality financial planning for an affordable fee. Visit our website to find out more!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kirk Sadilek is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kirk Sadilek is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Kirk Sadilek is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Kirk Sadilek is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
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Kirk Sadilek is Featured in US News and World Report
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Kirk Sadilek is the Treasurer of the Eastern Iowa Chapter of the Society of Financial Services Professionals
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Kirk Sadilek Serves on the Board of Directors for The Catholic Foundation in the Archdiocese of Dubuque (CFAD)
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Kirk Sadilek is Chair of the Xavier Impact Fund
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Kirk Sadilek is Featured in Living Well Magazine: "Know Your Retirement Income"
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Basepoint Wealth is Featured in Kiplinger: "Your Life Is More Than Just Numbers"
Contact Kirk Sadilek
Office Locations:
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4144 Golf Street NE
Cedar Rapids, IA 52402
