Lyn Ann Dippel
CFP®Professional Summary
Lyn Ann Dippel, CFP®, who also goes by Lyn A. Dippel, Lyn Ann Kurtz, is a registered financial advisor currently at CURIO WEALTH, LLC located in Annapolis, Maryland. Lyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Lyn has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
Biography
Lyn Dippel has been a key member of previous firm, FAI Wealth Management since 2004. Senior Advisor and Chief Compliance Officer. As Lead Advisor, Lyn specializes in working with people going through life transitions and manages investments for those who are concerned with protecting their life savings and earning a stable return. Lyn holds a law degree from George Mason University School of Law and a Bachelor of Arts from the University of Richmond. She...
Other Aliases
Lyn A. Dippel, Lyn Ann Kurtz
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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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
Years of Experience
25 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CURIO WEALTH, LLC
Contact Information
Main Address
721 Melvin Ave, Annapolis, MD 21401Phone Number
(410) 449-2599# of Employees
13SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
356AUM (Assets Under Management)
$460,657,970Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/22/2026 | Cover Page | Report |
| 06/11/2025 | Cover Page | Report |
| 08/27/2024 | 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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CURIO WEALTH, LLC
State Registrations and Notice Filings
(1/2/2024)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2001About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Lyn Ann Dippel's CRS (Customer Relationship Summary).
Services Offered by Lyn
- Investment Management
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
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