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).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $291,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Flourish Wealth Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark J. Anderson
CRD#: 6659716
3300 Edinborough Way, Suite 420, Edina, MN 55435
90
Wealthminder
score

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.

2
Kathleen M. Longo
CRD#: 2757434
3300 Edinborough Way, Suite 420, Edina, MN 55435
90
Wealthminder
score

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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