Kathryn Marsh Wallace
Investment adviser representative at Basepoint Wealth, LLC
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- Basepoint Wealth, LLCOct 2017 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Oct 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 4641895
- Firm CRD
- 289538