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
| Title | Managing Member, Senior Wealth Advisor |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2017 |