Lyn A. Dippel
CURIO WEALTH
Annapolis, MD 21401
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CRD#: 4429564
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.
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 also holds the prestigious Certified Financial Planner® certification and is an active member of the Financial Planning Association of Maryland, NAPFA and the Baltimore Estate Planning Council. She has been interviewed and quoted by various national publications including Kiplinger’s, Smart Money Magazine and Business Week and has become a popular speaker on personal financial planning topics at professional conferences and for corporate audiences.
In 2016 Lyn was named Five-Star Wealth Manager by Baltimore Magazine, and Top Money MAnager by Washingtonian Magazine. She has also been listed in Medical Economics Magazine as one of the Best Advisors for Doctors and received the Smart CEO Reader’s Choice award for Wealth Management.
Lyn’s 25+ years of professional experience include her role as Co-founder and Senior Advisor for Symphony Financial, a wealth management firm in Herndon, VA and her role as Financial Advisor for Miller Musmar, a mid-sized CPA firm in Reston, VA, providing financial planning and asset management to individuals and small businesses.
Lyn also serves on the Finance Committee for the Community Action Council of Howard County and is a memeber of the Howard County Estate Planning Council, the Financial Planning Association's National Capital Area Chapter, Leadership Howard County and Network 2000.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Tax Planning
Estate Planning
Comprehensive Financial Planni...
Life Transitions
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Lyn A. Dippel | Lyn Ann Kurtz
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lyn Ann Dippel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
January 2, 2024 - Present
CURIO WEALTH, LLC
Office #1: 721 Melvin Ave, Annapolis, MD 21401RIA
CRD#: 328178
Annapolis, MD
Past
July 13, 2020 - December 31, 2023
BAY POINT WEALTH
RIA
CRD#: 123095
ANNAPOLIS, MD
Past
September 9, 2004 - August 27, 2020
FAI WEALTH MANAGEMENT
RIA
CRD#: 104610
COLUMBIA, MD
Past
February 12, 2003 - July 2, 2004
CAMBRIDGE INVESTMENT RESEARCH, INC.
RIA
CRD#: 39543
HERNDON, VA
Past
February 12, 2003 - July 2, 2004
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
FAIRFIELD, IA
Past
March 19, 2002 - March 5, 2003
TRUSTED SECURITIES ADVISORS CORP.
RIA
CRD#: 24049
HERDON, VA
Past
October 31, 2001 - March 5, 2003
TRUSTED SECURITIES ADVISORS CORP.
BD
CRD#: 24049
NEW YORK, NY
Past
August 30, 2001 - October 30, 2001
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
FAIRFIELD, IA
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".
CW
CURIO WEALTH, LLC
CURIO WEALTH, LLC
CRD#: 328178 / SEC#: 801-128998
RIA
Registered Investment Advisory firm - (11/6/2023 Approved)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.Highlighted states indicate IAR registrations
IAR
Maryland(1/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
CURIO WEALTH, LLC
CURIO WEALTH, LLC
CRD#: 328178 / SEC#: 801-128998
RIA
Registered Investment Advisory firm - (11/6/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
721 Melvin Ave, Annapolis, MD 21401
Mailing Address
Phone number
(410) 449-2599
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 349 |
| AUM (Assets Under Management) | $ 384,296,399 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/11/2025 | ||
| 08/27/2024 |
Red Flags
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Company Information
CURIO WEALTH, LLC
CRD#: 328178Annapolis, MD 21401TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
