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Lyn Ann Dippel

Curio Wealth, LLC

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About Lyn Ann Dippel

Lyn Dippel is a financial advisor who has been in the industry since 2001. Lyn is registered with the state of Maryland as an Investment Advisor Representative (IAR) and is currently affiliated with Curio Wealth, LLC. Lyn's previous employers include Cambridge Investment Research, Inc., and Trusted Securities Advisors Corp. Lyn specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Lyn has a Series 6 and Series 63 license.

Firm Information

Lyn Dippel is currently registered with Curio Wealth, LLC. Curio Wealth, LLC is an investment advisor registered with the SEC and located in Annapolis, MD. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Curio Wealth currently manages approximately $330,681,038 in assets for 1,044 clients.
Curio Wealth, LLC

721 MELVIN AVE

ANNAPOLIS, MD 21401

$330.68M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lyn Dippel’s Registration & Firm History

MD

01/06/2024 - Present

Curio Wealth, LLC (ANNAPOLIS MD)

IA

02/12/2003 - 07/02/2004

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

NY

10/31/2001 - 03/05/2003

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

IA

08/30/2001 - 10/30/2001

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

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Licenses & Designations

IA

Issued 02/27/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lyn Ann Dippel.
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