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Inactive

Katherine Ann Stellflue

Visionary Horizons, LLC

Knoxville, TN

Knoxville, TN

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Current Employers
Visionary Horizons, Llc

620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-03-17
  • TN RA
    APPROVED
    Since 2026-03-17

Branch Locations

620 Mabry Hood Rd Suite 301, Knoxville, TN 37932 • United States

108 Durwood Road, Knoxville, TN 37922 • 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
Lpl Financial, Llc Newport Beach CA 01/2013 05/2018
Pence Wealth Management Corporation Newport Beach CA 01/2013 05/2018
Ameriprise Financial Services, Inc. Irvine CA 06/2018 10/2020
Securities America, Inc. Lake Forest CA 10/2020 11/2022
Arbor Point Advisors Lake Forest CA 10/2020 11/2022
Goldstein Advisors, Llc Madison WI 10/2022 04/2025
Kestra Investment Services, Llc Madison WI 11/2022 12/2023
Lpl Financial Llc Newport Beach CA 04/2025 03/2026
Culpepper Wealth Management Knoxville TN 03/2026 Present
  • 01/2013 → 05/2018
    Lpl Financial, Llc
    Newport Beach, CA
  • 01/2013 → 05/2018
    Pence Wealth Management Corporation
    Newport Beach, CA
  • 06/2018 → 10/2020
    Ameriprise Financial Services, Inc.
    Irvine, CA
  • 10/2020 → 11/2022
    Securities America, Inc.
    Lake Forest, CA
  • 10/2020 → 11/2022
    Arbor Point Advisors
    Lake Forest, CA
  • 10/2022 → 04/2025
    Goldstein Advisors, Llc
    Madison, WI
  • 11/2022 → 12/2023
    Kestra Investment Services, Llc
    Madison, WI
  • 04/2025 → 03/2026
    Lpl Financial Llc
    Newport Beach, CA
  • 03/2026 → Present
    Culpepper Wealth Management
    Knoxville, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-12
  • S66 Uniform Combined State Law Examination
    2009-06-12
Designations
Other Names
  • Katherine Ann Pasbrig
  • Katherine Ann Stellflue
  • Katherine Ann Stellflue, Cfp
  • Kathy Ann Pasbrig
  • Kathy Ann Stellflue

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
SAGESPRING WEALTH PARTNERS

Other Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS
WILLIAM MICHAEL HOTZFIELD
HUNTER NICHOLSON
ROBERT SASS
JONATHAN LOVE
HUNTER ROCK

Other Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN

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