Aaron Clark Epstein

329 12Th Ave Se Suite 106, Cedar Rapids, IA 52401 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2024-12-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

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

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-03-22

Other Firms