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Kathleen Marie Longo

FLOURISH WEALTH MANAGEMENT INC.·EDINA, Minnesota
Clean record12 years registeredFLOURISH WEALTH MANAGEMENT INC.
3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 2757434Firm CRD# 170591

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen Marie Longo · EDINA, MN
Registration
CRD #2757434 · FLOURISH WEALTH MANAGEMENT INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

FLOURISH WEALTH MANAGEMENT INC.
Apr 2014 – present
02

Registrations & Exams

Registration record
First registered · April 15, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FLOURISH WEALTH MANAGEMENT INC.
CRD 170591 · SEC 801-113325
AUM
$328M
Regulatory assets under management
Employees
8
854 client accounts
Services offered by FLOURISH WEALTH MANAGEMENT INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FLOURISH WEALTH MANAGEMENT INC. →
Introduction

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Frequently Asked Questions

What services does Kathleen Marie Longo offer?
Kathleen Marie Longo specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.
What are Kathleen Marie Longo's credentials?
Kathleen Marie Longo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Marie Longo located?
Kathleen Marie Longo is based in EDINA, Minnesota, working with FLOURISH WEALTH MANAGEMENT INC.. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Kathleen Marie Longo charge for services?
Kathleen Marie Longo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLOURISH WEALTH MANAGEMENT INC.?
FLOURISH WEALTH MANAGEMENT INC. has approximately 8 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jay Edward Pluimer
EDINA, MN

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