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Kathy Walvoord

Client Service Associate at Basepoint Wealth

  • LinkedIn

An experienced, goal oriented Client Service Associate with the ability to prioritize and complete multiple tasks in a timely basis. A self-starter motivated to provide superior customer...

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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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Employees

John Carstensen

Associate Financial Analyst

Katherine Ortgies

Director of Operations, Chief Compliance Officer

Allen Wallace

Chief Investment Officer

Kathy Walvoord

Client Service Associate

Andrew Mong

Associate Financial Analyst

Aaron Epstein

Associate Wealth Advisor

Shayne Boles

Associate Wealth Advisor

Frequently Asked Questions Regarding Kathy Walvoord

Answer: Kathy Walvoord works for Basepoint Wealth as Client Service Associate

Answer: Kathy Walvoord’s role in Basepoint Wealth is Client Service Associate

Answer: Kathy Walvoord's email address is k***@gmail.com

Answer: Kathy Walvoord's business email address is k****@basepointwealth.com

Answer: Kathy Walvoord’s direct phone number is (***)-***-****

Answer: Kathy Walvoord works in the industry of: Financial Services

Answer: Kathy Walvoord is the current Client Service Associate at Basepoint Wealth.... Read More

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

Answer: Basepoint Wealth's Client Service Associate is Kathy Walvoord

Answer: Kathy Walvoord contact details:

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

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