Diane Klein
Pittenger & Anderson · Lincoln, Nebraska
Diane Klein is a fee-only financial advisor at Pittenger & Anderson in Lincoln, Nebraska, who holds the CFP credential. Diane charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning and founders (pre-exit).
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Specialties
Who they serve
- Retirees
- Founders
Facts
| Firm | Pittenger & Anderson |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $3.03B across 2,261 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NE · CRD 4519237 |
| Exams passed | Series 65 (2001) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | pittand.com |
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Questions about Diane
Is Diane Klein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Diane holds no broker registration, and Pittenger & Anderson reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Diane charge for financial advice?
Diane charges a percentage of assets.
How much does Diane charge?
According to Pittenger & Anderson's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Diane Klein based?
Diane Klein is based in Lincoln, Nebraska.
What does Diane specialize in?
Diane's specialties include retirement planning and founders (pre-exit). Diane works with retirees and founders.
What credentials does Diane Klein hold?
Diane Klein holds the CFP credential.
Is Diane Klein registered with the SEC?
Yes. Diane Klein is registered as an investment adviser representative in NE (CRD 4519237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pittenger & Anderson manage?
Pittenger & Anderson reports $3.03B across 2,261 accounts in assets under management.
How do I contact Diane Klein?
Through Diane's website, pittand.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pittenger & Anderson website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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