Kathleen Longo has been President, Wealth Manager and Chief Compliance Officer of Flourish Wealth Management since January 2014, is a control person of the firm and directly owns 75% or more of it. Kathleen Longo holds a Degree in Financial Planning from Purdue University.
Flourish Wealth Management Inc. is an Edina, MN firm with $455M under management, 157 clients and 5 advisers in one office, as of its May 2026 filing.
Kathy Longo created Flourish Wealth Management. She wrote the book Flourish Financially: Values, Transitions, and Big Conversations, and turned its ideas into a weekly mini-podcast and an Alexa Skill called Flourish Financially with Kathy Longo.
- – present · 12 yearsEdina, MN · Adviser representative · Firm CRD 170591
Professional designations
Listed by Flourish Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Advisor in Philanthropy (CAP®)
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Kathleen Longo is registered as an investment adviser representative in 4 states. The first approvals date from April 2014; the most recent is Texas, in October 2024.
- CaliforniaSince 13 November 2023
- MinnesotaSince 15 April 2014
- TexasSince 17 October 2024
- WisconsinSince 13 November 2023
Examinations
No examinations are on Kathleen Longo’s record.
- Full name
- Kathleen Marie Longo
- CRD
- 2757434
- Firm
- Flourish Wealth Management · CRD 170591
- Role
- President, Wealth Manager and Chief Compliance Officer
- Office
- 3300 EDINBOROUGH WAY, SUITE 420, Edina, MN 55435
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- flourishwealthmanagement.com
Where does Kathleen Longo work?
Kathleen Longo has been President, Wealth Manager and Chief Compliance Officer of Flourish Wealth Management Inc. since January 2014, and is a control person of the firm.
Is Kathleen Longo a financial advisor?
Yes. Kathleen Longo has a current investment-adviser registration in California, Minnesota, Texas and Wisconsin, through Flourish Wealth Management since April 2014.
How many years of experience does Kathleen Longo have?
Kathleen Longo has 12 years in the financial industry, since April 2014, across 1 adviser firm.
Where is Kathleen Longo based?
Kathleen Longo’s registered office is in Edina, MN.
Is Kathleen Longo registered with FINRA?
No. Kathleen Longo has no current broker registration.
Is Kathleen Longo a CFP?
Flourish Wealth Management lists Kathleen Longo with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Kathy Longo, CFP®, CAP®, CDFA® biography, flourishwealthmanagement.com
How can I verify Kathleen Longo’s record?
Search CRD 2757434 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kathleen Longo’s full registration record.
