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Aaron Epstein

Associate Wealth Advisor at Basepoint Wealth

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Aaron Epstein is a Fee-Only Associate Wealth Advisor at Basepoint Wealth, located in Cedar Rapids, IA. He understands that financial planning can be overwhelming and complex for clients a...

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BASEPOINT WEALTH

BASEPOINT WEALTH

  • description Description
    Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC). At Basepoint Wealth, we work under the highest fiduciary standar...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Basepoint Wealth Org Chart and Mapping

Employees

Kathy Walvoord

Client Service Associate

Shayne Boles

Associate Wealth Advisor

Shelley Woods

Director of Marketing and Public Relations

Aaron Epstein

Associate Wealth Advisor

Katherine Ortgies

Director of Operations, Chief Compliance Officer

Crpc® Katherine Kula

Director of Operations, Chief Compliance Officer

Allen Wallace

Chief Investment Officer

John Carstensen

Associate Financial Analyst

Frequently Asked Questions Regarding Aaron Epstein

Answer: Aaron Epstein works for Basepoint Wealth as Associate Wealth Advisor

Answer: Aaron Epstein’s role in Basepoint Wealth is Associate Wealth Advisor

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Answer: Aaron Epstein works in the industry of: Financial Services

Answer: Aaron Epstein is the current Associate Wealth Advisor at Basepoint Wealth.... Read More

Answer: Aaron Epstein works Basepoint Wealth located at 4144 Golf St Ne, Cedar Rapids, Iowa, 52402, United States

Answer: Basepoint Wealth's Associate Wealth Advisor is Aaron Epstein

Answer: Aaron Epstein contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@basepointwealth.com

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