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Katie Ilene Kingsman

KINGSMAN WEALTH MANAGEMENT·PENSACOLA, Florida
SIE, Series 7, Series 7TO, Series 66Clean record13 years registeredKINGSMAN WEALTH MANAGEMENT
41 NORTH JEFFERSON ST, PENSACOLA, FL 32502CRD# 6137013Firm CRD# 319238

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katie Ilene Kingsman · PENSACOLA, FL
Registration
CRD #6137013 · KINGSMAN WEALTH MANAGEMENT · 13 years registered
Brand Profile
Not yet started
01

Career History

KINGSMAN WEALTH MANAGEMENT INC.
Jun 2022 – present
RED DOOR WEALTH MANAGEMENT, LLC
Aug 2021 – May 2022
MEMPHIS, TN
EDWARD JONES
Feb 2013 – Jul 2021
Gulf Breeze, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 66
Registration record
First registered · February 21, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KINGSMAN WEALTH MANAGEMENT
CRD 319238 · SEC 801-129544
AUM
$120M
Regulatory assets under management
Employees
3
378 client accounts
Services offered by KINGSMAN WEALTH MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KINGSMAN WEALTH MANAGEMENT →
Introduction

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05

Frequently Asked Questions

What services does Katie Ilene Kingsman offer?
Katie Ilene Kingsman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PENSACOLA, Florida for a consultation.
What are Katie Ilene Kingsman's credentials?
Katie Ilene Kingsman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katie Ilene Kingsman located?
Katie Ilene Kingsman is based in PENSACOLA, Florida, working with KINGSMAN WEALTH MANAGEMENT. Their office serves clients in the PENSACOLA metropolitan area and surrounding communities.
How does Katie Ilene Kingsman charge for services?
Katie Ilene Kingsman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINGSMAN WEALTH MANAGEMENT?
KINGSMAN WEALTH MANAGEMENT has approximately 3 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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