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Katie Ilene Kingsman

KINGSMAN WEALTH MANAGEMENT·PENSACOLA, Florida
Unclaimed Profile
41 NORTH JEFFERSON ST, PENSACOLA, FL 32502CRD# 6137013Firm CRD# 319238
01

About

Katie Ilene Kingsman is a registered financial advisor based in PENSACOLA, Florida, affiliated with KINGSMAN WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KINGSMAN WEALTH MANAGEMENT
KINGSMAN WEALTH MANAGEMENT
AUM
$120M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KINGSMAN WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6137013
Firm CRD# 319238
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in PENSACOLA
Thomas William Laundrie — BENJAMIN SECURITIES, INC.William Thomas Baker — BENJAMIN SECURITIES, INC.Nancy Mcghee Lowrey — FSA INVESTMENT GROUP, LLCJohnathan David Hosman — FSA INVESTMENT GROUP, LLCDonna Kay Jordan — MONEY PROFESSIONALS, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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