Katherine Ann Stellflue

Employer firm

Visionary Horizons, LLC CRD 150483

$397M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2025-04-21 → 2026-03-18
  Lpl Financial Llc
  Lenoir City, TN
  Knoxville, TN
  Newport Beach, CA
• 2022-10-06 → 2025-04-22
  Goldstein Advisors, Llc
  Lake Forest, CA
  Madison, WI
• 2020-10-12 → 2022-12-01
  Arbor Point Advisors
  Lake Forest, CA
• 2018-06-08 → 2020-10-08
  Ameriprise Financial Services, Llc
  Newport Beach, CA
• 2013-07-11 → 2018-06-21
  Pence Wealth Management, Inc.
  Newport Beach, CA
• 2013-01-24 → 2018-06-07
  Lpl Financial Llc
  Newport Beach, CA
• 2009-06-15 → 2013-01-08
  Ameriprise Financial Services, Llc
  Irvine, CA
  Irvine, CA
  Newport Beach, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-06-12

Designations

• Certified Financial Planner

Other Names

• Katherine Ann Pasbrig
• Katherine Ann Stellflue
• Katherine Ann Stellflue, Cfp
• Kathy Ann Pasbrig
• Kathy Ann Stellflue