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Hannah Gerdes

Client Service Associate at Basepoint Wealth

  • LinkedIn

I’m currently working as a Client Service Associate at Basepoint Wealth, LLC. My primary goal is to manage the experience as clients work with our financial advisors to achieve financial ...

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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

Aaron Epstein

Associate Wealth Advisor

Shayne Boles

Associate Wealth Advisor

Allen Wallace

Chief Investment Officer

Katherine Ortgies

Director of Operations, Chief Compliance Officer

John Carstensen

Associate Financial Analyst

Shelley Woods

Director of Marketing and Public Relations

Crpc® Katherine Kula

Director of Operations, Chief Compliance Officer

Frequently Asked Questions Regarding Hannah Gerdes

Answer: Hannah Gerdes works for Basepoint Wealth as Client Service Associate

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Answer: Hannah Gerdes is the current Client Service Associate at Basepoint Wealth.... Read More

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

Answer: Basepoint Wealth's Client Service Associate is Hannah Gerdes

Answer: Hannah Gerdes contact details:

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

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