Katie I. Kingsman

KINGSMAN WEALTH MANAGEMENT

PENSACOLA, FL 32502

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CRD#: 6137013

Professional summary

Katie Ilene Kingsman, who also goes by Katie Ilene Cosgrove, is a registered financial advisor currently at KINGSMAN WEALTH MANAGEMENT INC. located in Pensacola, Florida.

Katie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Katie has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Katie Ilene Cosgrove

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katie Ilene Kingsman's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 10, 2022 - Present

KINGSMAN WEALTH MANAGEMENT INC.

Office #1: 320 W Goverment Street, Pensacola, FL 32502

RIA

CRD#: 319238

PENSACOLA, FL

Past

August 18, 2021 - May 20, 2022

RED DOOR WEALTH MANAGEMENT, LLC

RIA

CRD#: 153235

MEMPHIS, TN

Past

February 21, 2013 - July 27, 2021

EDWARD JONES

RIA

CRD#: 250

Gulf Breeze, FL

Past

January 4, 2013 - July 27, 2021

EDWARD JONES

CRD#: 250

Gulf Breeze, FL

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".

KINGSMAN WEALTH MANAGEMENT INC.

KINGSMAN WEALTH MANAGEMENT | KINGSMAN WEALTH MANAGEMENT LLC | KINGSMAN WEALTH MANAGEMENT INC.

CRD#: 319238 / SEC#: 801-129544

RIA

Registered Investment Advisory firm - (2/21/2024 Approved)

Alabama

Registered Investment Advisory firm - (3/12/2024 Terminated)

Florida

Registered Investment Advisory firm - (3/12/2024 Terminated)

Georgia

Registered Investment Advisory firm - (3/14/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (4/26/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (3/12/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/12/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(6/10/2022)

IAR

Texas
(11/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/19/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/19/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/3/2013

General Securities Representative Examination

Current Firm

KINGSMAN WEALTH MANAGEMENT INC.

KINGSMAN WEALTH MANAGEMENT | KINGSMAN WEALTH MANAGEMENT LLC | KINGSMAN WEALTH MANAGEMENT INC.

CRD#: 319238 / SEC#: 801-129544

RIA

Registered Investment Advisory firm - (2/21/2024 Approved)

Alabama

Registered Investment Advisory firm - (3/12/2024 Terminated)

Florida

Registered Investment Advisory firm - (3/12/2024 Terminated)

Georgia

Registered Investment Advisory firm - (3/14/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (4/26/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (3/12/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/12/2024 Terminated)

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Contact information

Main Address

320 W Goverment Street, Pensacola, FL 32502

Mailing Address

Phone number

(850) 565-3780

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KINGSMAN WEALTH MANAGEMENT JULY 2025 FORM ADV PART 2A (7/24/2025)

Regulatory assets under management

Total Number of Accounts	191
AUM (Assets Under Management)	$ 195,590,475

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.

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Advisor Monitoring

Firm Stability Insights

Katie I. Kingsman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katie Ilene Kingsman's CRS (Customer Relationship Summary).

Certified licenses

Experience

RED DOOR WEALTH MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

KINGSMAN WEALTH MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/19/2013

Series 7TO

Date: 3/19/2024

SIE

Date: 10/1/2018

Series 7

Date: 1/3/2013

Current Firm

KINGSMAN WEALTH MANAGEMENT INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGSMAN WEALTH MANAGEMENT INC.

TRUST BUT VERIFY

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