Aaron Epstein (CRD# 6743958) is an Investment Advisor Representative working at Basepoint Wealth, LLC in Cedar Rapids, IA and has over 5 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Basepoint Wealth LLC | Cedar Rapids, IA | Aug 2018 - Current | 5 |
Basepoint Wealth, LLC | Cedar Rapids, IA | Oct 2017 - Current | 6 |
Prairie Soccer Club | Cedar Rapids, IA | Aug 2018 - Oct 2021 | 3 |
Iowa Soccer Association Olympic Development Program | Des Moines, IA | Aug 2014 - Oct 2021 | 7 |
Iowa City Alliance Soccer Club | Iowa City, IA | Jul 2013 - Mar 2018 | 4 |
Ameriprise Financial The Wallace Group | Cedar Rapids, IA | Jan 2017 - Oct 2017 | < 1 |
Kuhl, Phillips, & Jans, Inc. | Coralville, IA | Jan 2017 - Apr 2017 | < 1 |
Kuhl, Phillips, & Jans, Inc. | Coralville, IA | Jan 2016 - Apr 2016 | < 1 |
Mount Mercy University | Cedar Rapids, IA | Jan 2013 - Jul 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- IA
- LA
- NE
-
Total Assets Under Management665MILLIONS
-
Total Number of Accounts3,374ACCOUNTS
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Average Account Value$197,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, CO, FL, IA, IL, KS, LA, MN, MO, NE, TX, WA, WI
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