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Kathleen Marie Longo

President, Wealth Manager And Chief Compliance OfficerFlourish Wealth Management Inc.CRD 2757434

About Kathleen Marie Longo

Kathleen Marie Longo is listed as President, Wealth Manager And Chief Compliance Officer at Flourish Wealth Management Inc. in Edina, MN. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Flourish Wealth Management Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kathleen Marie Longo work?

Kathleen Marie Longo is listed as President, Wealth Manager And Chief Compliance Officer at Flourish Wealth Management Inc. on SEC Form ADV.

How much of Flourish Wealth Management Inc. does Kathleen Marie Longo own?

Form ADV reports a beneficial ownership band of Over 75%.

Flourish Wealth Management Inc.

TitlePresident, Wealth Manager And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2014
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