Katie Ann Lorberg, CFP | Financial Professional | Jackson, Missouri | VISIONARY WEALTH ADVISORS, LLC

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Contact Information

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial PlannerSince 2020

Years of Experience

13 years registered in the securities industry

Current & Past Employments

Current

VISIONARY WEALTH ADVISORS, LLCCurrent·CRD# 169610

RIA

620 W. Jackson Blvd., Jackson, MO 63755

September 15, 2023 - Present

Past

VESTIA PERSONAL WEALTH ADVISORSPast·CRD# 290565

RIA

Gordonville, MO

February 7, 2023 - September 8, 2023

LPL FINANCIAL LLCPast·CRD# 6413

RIA

Cape Girardeau, MO

July 15, 2014 - January 20, 2023

LPL FINANCIAL LLCPast·CRD# 6413

BD

Cape Girardeau, MO

August 5, 2013 - January 20, 2023

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Current Firm

VW

VISIONARY WEALTH ADVISORS, LLC

ARVEN ADVISORS | VISIONARY WEALTH ADVISORS, LLC | DORIA ADVISORS, LLC | BANYAN WEALTH ADVISORS

CRD#: 169610 / SEC#: 801-78788

RIA

Registered Investment Advisory firm - SEC (11/12/2013 Approved)

Iowa

Registered Investment Advisory firm - Iowa (12/23/2019 Terminated)

Mississippi

Registered Investment Advisory firm - Mississippi (12/20/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

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

Phone Number

(314) 764-2727

# of Employees

74

SEC notice filing (35 States and Territories)

Registered to provide investment advisory services in 35 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VWA WRAP DISCLOSURE BROCHURE (3/31/2026)

VWA DISCLOSURE BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

11,041

AUM (Assets Under Management)

$3,536,310,209

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/07/2023	Cover Page	Report
10/12/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. VESTIA INSURANCE, LLC (DBAS "VESTIA INSURANCE SERVICES" AND "VESTIA BENEFIT SOLUTIONS"); INVESTMENT RELATED; FIXED INSURANCE AGENCY; 9121 ILLINOIS RD. STE. 51, FORT WAYNE, IN 46804; AGENT; 1/2023; HOURS PER MONTH DEPENDENT ON NEED AND ALL DURING TRADING HOURS; INSURANCE AGENT.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VW

VISIONARY WEALTH ADVISORS, LLC

ARVEN ADVISORS | VISIONARY WEALTH ADVISORS, LLC | DORIA ADVISORS, LLC | BANYAN WEALTH ADVISORS

CRD#: 169610 / SEC#: 801-78788

RIA

Registered Investment Advisory firm - SEC (11/12/2013 Approved)

Iowa

Registered Investment Advisory firm - Iowa (12/23/2019 Terminated)

Mississippi

Registered Investment Advisory firm - Mississippi (12/20/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Missouri
(9/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.