Kathleen M. Longo
FLOURISH WEALTH MANAGEMENT
Edina, MN 55435
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CRD#: 2757434
Professional summary
Kathleen Marie Longo, CFP® is a registered financial advisor currently at FLOURISH WEALTH MANAGEMENT INC. located in Edina, Minnesota.
Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kathleen has worked at 1 firm .
Question & Answer
What are your service offerings?
Divorce Planning
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Retirement Planning
Socially Responsible Investing
Estate Planning
Life Transitions
Do you have an area of expertise or specialization?
Charitable Giving
Estate & Generational Planning...
Investment Advice with Ongoing...
Medical Professionals
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Kathleen Longo co - owns rental property as a sole proprietor in California, this activity amounts to less then 2 hours of her time per month.
CRS (Client Relationship Summary) - RIA
Click below to view Kathleen Marie Longo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1995
Experience
Current
April 15, 2014 - Present
FLOURISH WEALTH MANAGEMENT INC.
Office #1: 3300 Edinborough Way Suite 420, Edina, MN 55435RIA
CRD#: 170591
Edina, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FLOURISH WEALTH MANAGEMENT INC.
FLOURISH WEALTH MANAGEMENT INC. | LONGO, KATHLEEN M
CRD#: 170591 / SEC#: 801-113325
RIA
Registered Investment Advisory firm - (5/31/2018 Approved)Minnesota
Registered Investment Advisory firm - (6/25/2018 Terminated)Texas
Registered Investment Advisory firm - (6/22/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/13/2023)
IAR
Minnesota(4/15/2014)
IAR
Texas(10/17/2024)
IAR
Wisconsin(11/13/2023)
Exams
Current Firm
FW
FLOURISH WEALTH MANAGEMENT INC.
FLOURISH WEALTH MANAGEMENT INC. | LONGO, KATHLEEN M
CRD#: 170591 / SEC#: 801-113325
RIA
Registered Investment Advisory firm - (5/31/2018 Approved)Minnesota
Registered Investment Advisory firm - (6/25/2018 Terminated)Texas
Registered Investment Advisory firm - (6/22/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3300 Edinborough Way Suite 420, Edina, MN 55435
Mailing Address
Phone number
(952) 392-4474
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 941 |
| AUM (Assets Under Management) | $ 383,019,477 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/13/2025 | ||
| 08/01/2023 | ||
| 10/12/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
