professional profile
Kathryn Marsh Wallace, CFP, ChFC, RICP
Overview
Kathryn Marsh Wallace is an investment adviser representative based in Cedar Rapids, IA, with 23 years in the industry.
- Years in the industry
- 23
- States registered
- 1
- Exams passed
- 1
- Current firms
- 1
Contact
1 business email and 1 phone number on file
Registrations and licenses
- Registered in 1 state
Every state, with registration and license dates
Firms
- Basepoint Wealth, LLCCurrent firm
Employment history since 2003
Book and practice
Firm assets under management on file
request a demo
See what we have on Kathryn
We'll walk you through the full profile and how to find more people like Kathryn.