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.
| Title | President, Wealth Manager And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2014 |