Skip to content

Dinah Frances Bird-westerfield

Investment adviser representative at Keating Financial Advisory Services
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets

Are you Dinah Frances Bird-westerfield? Claim your profile

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.

  1. Keating Financial Advisory ServicesDec 2024 to now
  2. UnemployedAug 2024 to Dec 2024
  3. 9258 Wealth ManagementFeb 2024 to Jul 2024
  4. PNCSep 2017 to Dec 2023
  5. 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
Advisor's SEC record (opens in a new tab)
CallContact this firm