President and Chief Compliance Officer · Kingsman Wealth Management Inc.
Katie I. Kingsman
CRD 6137013 · Named on Form ADV at one SEC-registered adviser
At a glance
Kingsman Wealth Management Inc., an SEC-registered wealth manager based in Pensacola, FL with $235 million in regulatory assets, lists Katie I. Kingsman on its Form ADV as President and Chief Compliance Officer, a control person.
Firms and roles
- Kingsman Wealth Management Inc.President and Chief Compliance OfficerWealth manager · Pensacola, FL · $235M in regulatory assets
AtlasMembers
Katie’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
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- 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.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.