WALLACE, KATHRYN, MARSH

C21

IAR CRD 4641895·Industry start 2011-11-23

Identity

Legal name

WALLACE, KATHRYN, MARSH

CRD

4641895

NPN

—

Career

Previous employments

AMERIPRISE FINANCIAL SERVICES, INC.2003-04-16

IDS LIFE INSURANCE COMPANY2003-04-16

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2011-11-23

Est. age

37

Age confidence

—

Est. birth year

1989

BC active

No

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

2

STERLING GROUP WEALTH MANAGEMENT, LLC

BASEPOINT WEALTH, LLC

IAR · Direct Owner · 37.5% ownership