Dianne Mae Lutz
Investment adviser representative at Sowell Management
9 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Sowell ManagementMar 2017 to now
- Dianne Mae FinancialJul 2014 to now
- Labrunerie Financial, Inc.Jun 2018 to Dec 2023
- Institute for Wealth Management, Inc.Mar 2017 to May 2017
- Concert Wealth Management, Inc.Jul 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1655508
- Firm CRD
- 127145