Dinah Frances Bird-westerfield
Investment adviser representative at Keating Financial Advisory Services
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Keating Financial Advisory ServicesDec 2024 to now
- UnemployedAug 2024 to Dec 2024
- 9258 Wealth ManagementFeb 2024 to Jul 2024
- PNCSep 2017 to Dec 2023
- Bb&t BankAug 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1991
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (KY).
Keating Financial Advisory Services
Legal name: Keating Financial Advisory Services, Inc.
$1.5BAssets managed
5,285Clients
25Advisers
3 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
- 2131274
- Firm CRD
- 142772