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4700 N. River Blvd Ne, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-10-09 |
Branch Locations
4700 N. River Blvd Ne, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cedar Rapids | IA | 09/2005 | 10/2017 |
| Basepoint Wealth, Llc | Cedar Rapids | IA | 10/2017 | Present |
Real Estate Ownership; Single Family; Marion IA 52302; Not Investment Related; Jan 2014. Board Member of Cedar Rapids Metro YMCA; a non-profit organization and a volunteer with no compensation; This employee activity was allowed on 02/08/2018 by Katie Ortgies Basepoint Tax & Accounting LLC; Partner; investment related: No; 4144 Golf Street NE, Cedar Rapids, IA 52402; Basepoint Tax & Accounting LLC is an accounting firm that handles bookkeeping, payroll, accounting, and tax preparation for its client base; Duties: Leadership and management; 2021-06-30; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 5;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-12 |
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