Kathleen Marie Longo
Investment adviser representative at Flourish Wealth Management Inc.
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$455.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Flourish Wealth Management, Inc.Apr 2014 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CA, MN, TX, WI).
Flourish Wealth Management Inc.
$455.2MAssets managed
157Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2757434
- Firm CRD
- 170591