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President, Wealth Manager and Chief Compliance Officer · Flourish Wealth Management Inc.

Kathleen M. Longo

CRD 2757434 · Named on Form ADV at one SEC-registered adviser

At a glance

Flourish Wealth Management Inc., an SEC-registered wealth manager based in Edina, MN with $455 million in regulatory assets, lists Kathleen M. Longo on its Form ADV as President, Wealth Manager and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Kathleen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jay E. PluimerDirector of Investments, Flourish Wealth Management Inc.
  • Joseph FenwickPartner & Wealth Manager, Flourish Wealth Management Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.