Curio Wealth, LLC
Curio Wealth, LLC (CRD# 328178) is a financial advisory firm headquartered in Annapolis, MD. They manage $330,681,038 in 1,044 accounts and serve the financial needs of clients across 11 states (or territories).
-
Total Assets Under Management331MILLION
-
Total Number of Accounts1,044ACCOUNTS
-
Average Account Value$316,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, DE, FL, MA, MD, NC, NY, PA, TX, VA
Lyn Dippel (CRD# 4429564) is an Investment Advisor Representative working at Curio Wealth, LLC in Annapolis, MD and has over 22 years of experience in the finance industry.
James Kantowski (Jim) (CRD# 4417452) is an Investment Advisor Representative working at JSK Financial Services, LLC in Annapolis, MD. He has over 20 years of experience being both a CFP and CPA. He takes a fiduciary oath; he is not a brokerage firm. This means he puts your needs first and is committed to providing objective, thoughtful, and independent advice at a fair and reasonable cost.
Jim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first, and comply with the Financial Planning Practice Standards.
When he's not busy building on his 20 years experience, you'll find him involved in his community. He is on the board of the Financial Education Foundation and co-founder of Fish For a Cure. He also coaches basketball and baseball for his four children.
Jacob Sadler (CRD# 6063941) is an Investment Advisor Representative working at Curio Wealth, LLC in Asheville, NC and has over 11 years of experience in the finance industry.
Yvonne Scoggins (CRD# 3183740) is an Investment Advisor Representative working at Curio Wealth, LLC in Crownsville, MD and has over 24 years of experience in the finance industry.
Chad Whitzel (CRD# 7845534) is an Investment Advisor Representative working at Curio Wealth, LLC in Annapolis, MD and has 1 year of experience in the finance industry.