Nina Marie Dipalma
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business
Are you Nina Marie Dipalma? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Wealth Enhancement Brokerage ServicesJul 2025 to now
- Wealth Enhancement Advisory Services, LLCMay 2025 to now
- Wealth Enhancement GroupMay 2025 to now
- Marcum WealthOct 2023 to May 2025
- Mid Atlantic Clearing & Settlement COrp.May 2023 to Sep 2023
- American TrustAug 2022 to May 2023
- Liberty Partners Financial ServicesMar 2022 to Aug 2022
- Pcs RetirementMar 2022 to Aug 2022
- AscensusAug 2021 to Jan 2022
- Usi Advisors, Inc.Apr 2020 to Aug 2021
- Usi Consulting Group, Inc.Mar 2020 to Aug 2021
- Kestra Financial, Inc.Jul 2018 to Apr 2020
- Chapman and ChapmanJul 2018 to Mar 2020
- UnemployedMay 2018 to Jun 2018
- One To One, LLCSep 2017 to Apr 2018
- Tfo-tdc, LLCSep 2017 to Apr 2018
- Gwfs Equities, Inc.Apr 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 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
- 4854481
- Firm CRD
- 116407