Katherine Lewis is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with TONN FINANCIAL PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| OPUS FINANCIAL SOLUTIONS LLC | 2024-06-18 | 2025-03-17 | — |
| TONN FINANCIAL PLANNING LLC | 2023-10-13 | present | Yes |
| KESTRA ADVISORY SERVICES, LLC | 2021-12-21 | 2023-06-02 | — |
| FINANCIAL SECURITY MANAGEMENT, INC | 2018-08-09 | 2021-12-03 | — |