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Managing Member, Senior Wealth Advisor · Basepoint Wealth, LLC

Kathryn M. Wallace

CRD 4641895 · Named on Form ADV at one SEC-registered adviser

At a glance

Basepoint Wealth, LLC, an SEC-registered wealth manager based in Cedar Rapids, IA with $884 million in regulatory assets, lists Kathryn M. Wallace on its Form ADV as Managing Member, Senior Wealth Advisor, a control person.

Firms and roles

  • Basepoint Wealth, LLCManaging Member, Senior Wealth AdvisorWealth manager · Cedar Rapids, IA · $884M in regulatory assets

AtlasMembers

Kathryn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathryn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.