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).
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Total Assets Under Management328MILLION
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Total Number of Accounts854ACCOUNTS
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Average Account Value$383,790
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CA, FL, MN, MO, WI
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.
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.
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.