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Marci Flanagan

Office Manager at Basepoint Wealth

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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

Allen Wallace

Chief Investment Officer

Shelley Woods

Director of Marketing and Public Relations

Katherine Ortgies

Director of Operations, Chief Compliance Officer

Hannah Gerdes

Client Service Associate

Kathy Walvoord

Client Service Associate

Andrew Mong

Associate Financial Analyst

Crpc® Katherine Kula

Director of Operations, Chief Compliance Officer

John Carstensen

Associate Financial Analyst

Frequently Asked Questions Regarding Marci Flanagan

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Answer: Basepoint Wealth's Office Manager is Marci Flanagan

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

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