AdvisorOS Directory
Claim Profile
KW

Kathryn Marsh Wallace

BASEPOINT WEALTH, LLC·CEDAR RAPIDS, Iowa
Unclaimed Profile
4144 GOLF STREET NE, CEDAR RAPIDS, IA 52402CRD# 4641895Firm CRD# 289538
01

About

Kathryn Marsh Wallace is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with BASEPOINT WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BASEPOINT WEALTH, LLC
BASEPOINT WEALTH, LLC
AUM
$665M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at BASEPOINT WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4641895
Firm CRD# 289538
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CEDAR RAPIDS?

Browse all registered financial advisors in CEDAR RAPIDS, Iowa or claim this profile if it's yours.

Browse CEDAR RAPIDS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kathryn Marsh Wallace offer?
Kathryn Marsh Wallace specializes in Financial Planning, Investment Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are Kathryn Marsh Wallace's credentials?
Kathryn Marsh Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Marsh Wallace located?
Kathryn Marsh Wallace is based in CEDAR RAPIDS, Iowa, working with BASEPOINT WEALTH, LLC. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.
How does Kathryn Marsh Wallace charge for services?
Kathryn Marsh Wallace's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BASEPOINT WEALTH, LLC?
BASEPOINT WEALTH, LLC has approximately 22 employees and manages $665M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CEDAR RAPIDS
Thomas Joseph Berthel — BFC PLANNING, INC.Ronald Odin Brendengen — BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.Randy Austin Wilcox — BFC PLANNING, INC.Christopher C Thompson — AEGON USA REALTY ADVISORS, LLCBridget Celia Davis — CEDAR POINT CAPITAL PARTNERS, LLC
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile