Aaron Clark Epstein

Employer firm

Cedar Point Capital Partners, LLC CRD 317532

$248M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• PORTFOLIO MONITORING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 10/2017
  Ameriprise Financial The Wallace Group
  Cedar Rapids, IA
• 07/2013 → 03/2018
  Iowa City Alliance Soccer Club
  Iowa City, IA
• 01/2017 → 04/2017
  Kuhl, Phillips, & Jans, Inc.
  Coralville, IA
• 08/2014 → 10/2021
  Iowa Soccer Association Olympic Development Program
  Des Moines, IA
• 08/2018 → 10/2021
  Prairie Soccer Club
  Cedar Rapids, IA
• 08/2018 → 08/2024
  Basepoint Wealth Llc
  Cedar Rapids, IA
• 10/2017 → 08/2018
  Basepoint Wealth, Llc
  Cedar Rapids, IA
• 12/2024 → Present
  Cedar Point Capital Partners, Llc
  Cedar Rapids, IA
• 09/2024 → 11/2024
  Unemployed
  Cedar Rapids, IA

Previous Registrations

• 2019-03-22 → 2024-08-30
  Basepoint Wealth, Llc
  Cedar Rapids, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-22