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Kathleen Marie Longo

Flourish Wealth Management Inc.

Edina, MN

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Current Employers
Flourish Wealth Management Inc.

3300 Edinborough Way Suite 420, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-17
CA RA APPROVED 2023-11-13
WI RA APPROVED 2023-11-13
MN RA APPROVED 2014-04-15
  • TX RA
    APPROVED
    Since 2024-10-17
  • CA RA
    APPROVED
    Since 2023-11-13
  • WI RA
    APPROVED
    Since 2023-11-13
  • MN RA
    APPROVED
    Since 2014-04-15

Branch Locations

3300 Edinborough Way Suite 420, Edina, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Flourish Wealth Management, Inc. Minneapolis MN 04/2014 Present
Other Businesses

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.

Designations

View on SEC IAPD

More in Edina, MN

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