DL
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Dianne Mae Lutz

37 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance Planning
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
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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
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
PA
Advisor
Exams
No exam information available for this advisor.
Dianne Mae Lutz - Financial Advisor | TrueAdvisor