Flourish Wealth Management Inc.
Flourish Wealth Management Inc. (CRD# 170591) is a financial advisory firm headquartered in Edina, MN. They manage $71,692,690 in 246 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management72MILLION
Total Number of Accounts246ACCOUNTS
Average Account Value$291,434
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Mark Anderson (CRD# 6659716) 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 (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.