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Allen Wallace

Chief Investment Officer at Basepoint Wealth

  • LinkedIn

I have been a personal financial planner and wealth advisor for 20 years. I have broad experience in creating and implementing personal financial planning and investment strategies that 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

John Carstensen

Associate Financial Analyst

Allen Wallace

Chief Investment Officer

Shayne Boles

Associate Wealth Advisor

Kathy Walvoord

Client Service Associate

Katherine Ortgies

Director of Operations, Chief Compliance Officer

Andrew Mong

Associate Financial Analyst

Shelley Woods

Director of Marketing and Public Relations

Crpc® Katherine Kula

Director of Operations, Chief Compliance Officer

Frequently Asked Questions Regarding Allen Wallace

Answer: Allen Wallace works for Basepoint Wealth as Chief Investment Officer

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Answer: Allen Wallace is the current Chief Investment Officer at Basepoint Wealth.... Read More

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

Answer: Basepoint Wealth's Chief Investment Officer is Allen Wallace

Answer: Allen Wallace contact details:

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

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