Katie Ilene Kingsman
Investment Adviser Representative at Kingsman Wealth Management Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Katie Ilene Kingsman is an investment adviser representative with Kingsman Wealth Management Inc. in Pensacola, FL, where they have been registered since 2022. They have worked in the securities industry since 2013 and have been registered with 3 firms, including RED DOOR Wealth Management, LLC and Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesNov 2012 – Jul 2021St Louis, MO
- RED DOOR Wealth Management, LLCJul 2021 – Mar 2022Memphis, TN
- Kingsman Wealth Management LLCMar 2022 – no end date reportedPensacola, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kingsman Wealth Management Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.02
- All Assets2.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Pensacola, FL
- SEC file number:
- 801-129544
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 6, 2026
View full firm profileOther advisors at Kingsman Wealth Management Inc.
1 other advisor in the directory
View Kingsman Wealth Management Inc. firm profileSimilar advisors in Pensacola, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Katie Ilene Kingsman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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