Aaron Epstein has been an investment adviser representative at Cedar Point Capital Partners since December 2024, and is not listed among the firm’s executive officers or direct owners. Aaron Epstein studied at Cornell College and Mount Mercy University.
Cedar Point Capital Partners, LLC is a Cedar Rapids, IA firm with $248M under management, 300 clients and 5 advisers in one office, as of its March 2026 filing.
Aaron Epstein is Director of Cedar Point Capital Partners, based in Cedar Rapids, Iowa. He previously worked for other Iowa City-Cedar Rapids Corridor wealth management and tax consulting firms, deepening his knowledge in tax strategy and estate planning. He is a member of the Four Oaks Golf Classic Planning Committee.
Aaron Epstein’s longest registration was 5 years at Basepoint Wealth, LLC (2019–2024). Before joining Cedar Point Capital Partners in 2024, Aaron Epstein was registered through Basepoint Wealth, LLC.
- – present · 1 yearCedar Rapids, IA · Adviser representative · Firm CRD 317532
- Basepoint Wealth, LLC– · 5 yearsCedar Rapids, IA · Adviser representative · Firm CRD 289538
Professional designations
Listed by Cedar Point Capital Partners
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Aaron Epstein is registered as an investment adviser representative in Iowa, since December 2024.
- IowaSince 3 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 March 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Aaron Clark Epstein
- CRD
- 6743958
- Firm
- Cedar Point Capital Partners · CRD 317532
- Office
- 329 12TH AVE SE, SUITE 106, Cedar Rapids, IA 52401
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cedarpointcap.com
Where does Aaron Epstein work?
Aaron Epstein is an investment adviser representative registered through Cedar Point Capital Partners, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Epstein a financial advisor?
Yes. Aaron Epstein has a current investment-adviser registration in Iowa, through Cedar Point Capital Partners since December 2024.
How many years of experience does Aaron Epstein have?
Aaron Epstein has 7 years in the financial industry, since June 2019, across 2 adviser firms.
What exams has Aaron Epstein passed?
Aaron Epstein passed the Series 65 in March 2019.
Where did Aaron Epstein work before Cedar Point Capital Partners?
Before Cedar Point Capital Partners, Aaron Epstein was registered through Basepoint Wealth, LLC, March 2019 to August 2024.
Where is Aaron Epstein based?
Aaron Epstein’s registered office is in Cedar Rapids, IA.
Is Aaron Epstein registered with FINRA?
No. Aaron Epstein has no current broker registration.
How can I verify Aaron Epstein’s record?
Search CRD 6743958 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Epstein’s full registration record.
