Katie Ilene Kingsman
Investment adviser representative at Kingsman Wealth Management Inc.
14 yearsExperience
2 statesRegistered in
$235MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Kingsman Wealth Management Inc.Mar 2022 to now
- Red Door Wealth Management, LLCJul 2021 to Mar 2022
- Edward JonesNov 2012 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Kingsman Wealth Management Inc.
$235MAssets managed
216Clients
2Advisers
2 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
- 6137013
- Firm CRD
- 319238