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Kathryn Marsh Wallace

Managing Member, Senior Wealth AdvisorBasepoint Wealth, LLCCRD 4641895

About Kathryn Marsh Wallace

Kathryn Marsh Wallace is listed as Managing Member, Senior Wealth Advisor at Basepoint Wealth, LLC in Cedar Rapids, IA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Basepoint Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kathryn Marsh Wallace work?

Kathryn Marsh Wallace is listed as Managing Member, Senior Wealth Advisor at Basepoint Wealth, LLC on SEC Form ADV.

How much of Basepoint Wealth, LLC does Kathryn Marsh Wallace own?

Form ADV reports a beneficial ownership band of 25-50%.

Basepoint Wealth, LLC

TitleManaging Member, Senior Wealth Advisor
Ownership25-50%
Control personYes
Since2017
View Basepoint Wealth, LLC →