Dianne Mae Lutz

Sowell Management

37 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInsurance Planning

Sowell Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

97 advisors

Number of Clients

6,572 clients

Average Client Portfolio

$644K average

Assets Under Management

$4.2B

Fee Structure

Minimum Investment:$50K

Location

737 Fritztown Road, Sinking Spring, PA, 19608

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History

Regulatory History (1)

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Customer Dispute

May 2002

Denied

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Other Business ActivitiesSells Insurance

Dianne is a financial advisor and President of Dianne Mae Financial since 2014, marketing insurance and financial services. She also co-owns a fine dining establishment (Pappy G's Inc.) since 1998, dedicating a few hours per week, and is a member of the Council of Trustees at Kutztown State University of Pennsylvania, dedicating minimal time. Dianne also co-owns rental properties.

Employment History

Current Registrations

Sowell Management

March 2017 - Present · 8 yrs 11 mos

Previous Registrations

Labrunerie Financial Services, INC.Broker

July 2018 - December 2023 · 5 yrs 5 mos

Institute for Wealth Advisors, INC.

March 2017 - May 2017 · 2 mos

Dinosaur Financial Group, L.L.CBroker

August 2014 - June 2016 · 1 yr 10 mos

Concert Wealth Management

July 2014 - May 2017 · 2 yrs 10 mos

Morgan Stanley

February 2011 - July 2014 · 3 yrs 5 mos

Morgan StanleyBroker

June 2009 - July 2014 · 5 yrs 1 mo

Citigroup Global Markets INC.Broker

July 1993 - June 2009 · 15 yrs 11 mos

Lehman Brothers INC.Broker

May 1988 - July 1993 · 5 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.