Margaret
Dipaolo

Ameritas Advisory Services, LLC

CRD#2843962
Investment Advisor
in Carmel, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Margaret Dipaolo is a financial advisor working out of Carmel, Indiana with 2 years of relevant experience. Dipaolo is currently employed by Ameritas Advisory Services, LLC. The advisor has gained experience at Ameritas Investment Corp, Ameritas Life Insurance, National Financial Group and Ameritas Advisory Services, LLC. Dipaolo maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Indiana. Ameritas Advisory Services, LLC is a firm headquartered in Lincoln, NE. The investment advisory business has offices in 248 locations and a total of 592 people on staff. It manages $9 billion in assets among its 35,218 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 38 charitable organizations. Of its 35,218 accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Ameritas Advisory Services, LLC performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on the type of financial services. However, fees charged by Ameritas Advisory Services, LLC can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11595 N Meridian St Ste 870
Carmel, IN 46032

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

IN Average: $1,978,216,465
Total Number of Employees

592

IN Average: 226
Total Number of Accounts

35,218

IN Average: 7,467
Average Account Size

$242,342

IN Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Margaret Dipaolo Work History

Margaret has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2009 - Present (15 years)

Ameritas Investment Corp

2009 - Present (15 years)

Ameritas Life Insurance

1996 - Present (28 years)

National Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Margaret Dipaolo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ameritas Advisory Services, LLC

Louay Elhadj
Placerville, CA
Nicholas Mccleary
Dewitt, MI
Christopher Riel
San Ramon, CA
Craig Hausz
Dallas, TX
Elizabeth Fowlks
Sudbury, MA
Amanda Ross
Appleton, WI
Jaclyn Bautista
Tampa, FL
Daniel Billings
Greensboro, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started