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Katie Ann Lorberg

Visionary Wealth Advisors, LLC

Jackson, MO

St. Louis, MO

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Current Employers
Visionary Wealth Advisors, Llc

1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-09-15
  • MO RA
    APPROVED
    Since 2023-09-15

Branch Locations

620 W. Jackson Blvd., Jackson, MO 63755 • United States

1401 South Brentwood Boulevard Suite 700, St. Louis, MO 63144 • 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 Cape Girardeau MO 07/2013 12/2022
Vestia Advisors, Llc Fort Wayne IN 01/2023 09/2023
Visionary Wealth Advisors Jackson MO 09/2023 Present
  • 07/2013 → 12/2022
    Lpl Financial Llc
    Cape Girardeau, MO
  • 01/2023 → 09/2023
    Vestia Advisors, Llc
    Fort Wayne, IN
  • 09/2023 → Present
    Visionary Wealth Advisors
    Jackson, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-07
S63 Uniform Securities Agent State Law Examination 2014-02-07
  • S65 Uniform Investment Adviser Law Examination
    2014-07-07
  • S63 Uniform Securities Agent State Law Examination
    2014-02-07
Designations
Other Names
  • Katie Ann Matthews

View on SEC IAPD

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