Kathleen Longo, financial advisor Edina MN

Kathleen Longo

CRD Number: 2757434
Current Firm: Flourish Wealth Management Inc.

Kathleen Longo (CRD# 2757434) is an Investment Advisor Representative working at Flourish Wealth Management Inc. in Edina, MN and has 1 year of experience in the finance industry. Kathleen Longo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Flourish Wealth Management, Inc. Minneapolis, MN Apr 2014 - Current 9
Accredited Investors, Inc. Edina, MN Jun 2001 - Apr 2014 12

Kathleen Longo has no recent exams reported.
Contact Info for Kathleen M. Longo
By the Numbers
  • Total Assets Under Management
    328
    MILLIONS
  • Total Number of Accounts
    854
    ACCOUNTS
  • Average Account Value
    $383,790
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, FL, MN, MO, WI

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