Katherine Ann Stellflue
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
17 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Visionary Horizons, LLCMar 2026 to now
- Culpepper Wealth ManagementMar 2026 to now
- LPL Financial LLCApr 2025 to Mar 2026
- Kestra Investment Services, LLCNov 2022 to Dec 2023
- Goldstein Advisors, LLCOct 2022 to Apr 2025
- Arbor Point AdvisorsOct 2020 to Nov 2022
- Securities America, Inc.Oct 2020 to Nov 2022
- Ameriprise Financial Services, Inc.Jun 2018 to Oct 2020
- LPL Financial, LLCJan 2013 to May 2018
- Pence Wealth Management CorporationJan 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TN).
Visionary Horizons, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 4221262
- 150483