Flourish Wealth Management Inc.

Flourish Wealth Management Inc. (CRD# 170591) is a financial advisory firm headquartered in Edina, MN. They manage $327,756,365 in 854 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3300 Edinborough Way, Suite 420, Edina, MN 55435
https://www.linkedin.com/company/flourishwealthmanagement
By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, MN, MO, WI

Financial Advisors at Flourish Wealth Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kathleen Longo, financial advisor Edina MN
Kathleen M. Longo
CRD#: 2757434
3300 Edinborough Way, Suite 420, Edina, MN 55435

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.

2
Jay Pluimer, financial advisor Edina MN
Jay E. Pluimer
CRD#: 2272144
3300 Edinborough Way, Suite 420, Edina, MN 55435

Jay Pluimer (CRD# 2272144) is an Investment Advisor Representative working at Flourish Wealth Management Inc. in Edina, MN and has over 20 years of experience in the finance industry.

3
Joseph Fenwick, financial advisor Edina MN
Joseph Fenwick
CRD#: 7804313
3300 Edinborough Way, Suite 420, Edina, MN 55435

Joseph Fenwick (CRD# 7804313) is an Investment Advisor Representative working at Flourish Wealth Management Inc. in Edina, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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