Kate Wallace Email & Phone Number
President @ Basepoint Wealth
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Kate Wallace Location
- Cedar Rapids, IA, US
Kate Wallace Work
- 2017 -now President @
- 2003 -2017 Financial Advisor @
Kate Wallace Education
- Cornell College
Bachelor of Science (Psychology, Education)
2001-2003
Kate Wallace Summary
- Kate Wallace, based in Cedar Rapids, IA, US, is currently a President at Basepoint Wealth, LLC. Kate Wallace brings experience from previous roles at Ameriprise Financial Services, Inc.. Kate Wallace holds a 2001 - 2003 Bachelor of Science in Psychology, Education @ Cornell College. Kate Wallace has 1 emails on RocketReach.
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Top Basepoint Wealth Employees
Landis Wiley
Partner and and Director Of Business Development
Cedar Rapids, IA, US
Kate Wallace
President
Cedar Rapids, IA, US
Kamryn Smith
Client Service Associate
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Allen Wallace
Chief Investment Officer
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John Carstensen
Associate Financial Analyst
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Jordan Holmes
Client Service Associate
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Marci Flanagan
Director of First Impressions
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Andrew Mong
Associate Financial Analyst
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Jeff Jennings
Operations Specialist
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Ryan Watermiller
Wealth Advisor
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Katherine Kula
Director Of Operations, Chief Compliance Officer
Cedar Rapids, IA, US
Bryan Knudson
Partner and and Senior Wealth Advisor
Cedar Rapids, IA, US
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