# KATIE ANN LORBERG

KATIE ANN LORBERG is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with VISIONARY WEALTH ADVISORS, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [VISIONARY WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/169610) | 2023-09-15 | present | Yes |
| [VESTIA ADVISORS, LLC](https://search.stillhousedata.com/firm/290565) | 2023-02-07 | 2023-09-08 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2014-07-15 | 2023-01-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6185520)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6185520.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.