Katie Kingsman has been President and Chief Compliance Officer of Kingsman Wealth Management since March 2022, is a control person of the firm and directly owns 75% or more of it. Katie Kingsman holds a Bachelor of Arts in Business Administration and Entrepreneurial Management from Texas Christian University and a Master's degree in International Management from the University of Sussex.
Kingsman Wealth Management Inc. is a Pensacola, FL firm with $235M under management, 216 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Katie Kingsman is Financial Advisor & Founder of Kingsman Wealth Management, based in Pensacola, Florida. She founded the firm to bring personalized financial planning services to the Pensacola community and serves clients across the U.S. remotely. Kingsman has over a decade of experience and began her finance career at a large firm, helping clients save for education, prepare for retirement, and learn about tax-smart investing.
Katie Kingsman’s longest registration was 8 years at Edward Jones (2013–2021). Before joining Kingsman Wealth Management in 2022, Katie Kingsman was registered through Red Door Wealth Management, LLC and Edward Jones.
- – present · 4 yearsPensacola, FL · Adviser representative · Firm CRD 319238
- Red Door Wealth Management, LLC– · under a yearMemphis, TN · Adviser representative · Firm CRD 153235
- Edward Jones– · 8 yearsGulf Breeze, FL · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Katie Kingsman is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2022; the most recent is Texas, in November 2023.
- FloridaSince 10 June 2022
- TexasResidentSince 16 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 19 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 February 2013 |
| Series 7 | General Securities Representative Examination | 3 January 2013 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Katie Ilene Kingsman
- CRD
- 6137013
- Firm
- Kingsman Wealth Management · CRD 319238
- Role
- President and Chief Compliance Officer
- Office
- 320 W GOVERMENT STREET, Pensacola, FL 32502
- Registration
- Investment adviser registration
- In the industry since
- February 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kingsmanwealth.com
Where does Katie Kingsman work?
Katie Kingsman has been President and Chief Compliance Officer of Kingsman Wealth Management Inc. since March 2022, and is a control person of the firm.
Is Katie Kingsman a financial advisor?
Yes. Katie Kingsman has a current investment-adviser registration in Florida and Texas, through Kingsman Wealth Management since June 2022.
How many years of experience does Katie Kingsman have?
Katie Kingsman has 13 years in the financial industry, since February 2013, across 3 adviser firms.
What exams has Katie Kingsman passed?
Katie Kingsman has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in January 2013. FINRA credited Katie Kingsman with the SIE, which began in October 2018.
Where did Katie Kingsman work before Kingsman Wealth Management?
Before Kingsman Wealth Management, Katie Kingsman was registered through Red Door Wealth Management, LLC, August 2021 to May 2022; Edward Jones, February 2013 to July 2021.
Where is Katie Kingsman based?
Katie Kingsman’s registered office is in Pensacola, FL.
Is Katie Kingsman registered with FINRA?
No. Katie Kingsman has no current broker registration.
How can I verify Katie Kingsman’s record?
Search CRD 6137013 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katie Kingsman’s full registration record.