Dinah F. Bird-westerfield
Professional summary
Dinah Frances Bird-westerfield, CFP®, who also goes by Dinah Frances Bird, Dinah Frances Bird-westerfield, Dinah Birdwesterfield, is a registered financial advisor currently at KEATING FINANCIAL ADVISORY SERVICES located in Foster, Kentucky.
Dinah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Dinah has worked at 15 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6, Series 2, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dinah Frances Bird-westerfield's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 23, 2025 - Present
KEATING FINANCIAL ADVISORY SERVICES
March 8, 2024 - December 2, 2024
9258 WEALTH MANAGEMENT, LLC
June 19, 2013 - August 25, 2015
CETERA ADVISORS LLC
June 19, 2013 - August 25, 2015
CETERA ADVISORS LLC
December 3, 2012 - January 31, 2013
SYMETRA SECURITIES, INC.
May 24, 2012 - December 3, 2012
SIGNATOR FINANCIAL SERVICES, INC.
May 24, 2012 - December 3, 2012
SIGNATOR FINANCIAL SERVICES, INC.
January 6, 2012 - March 28, 2012
PURSHE KAPLAN STERLING INVESTMENTS
June 6, 2011 - March 27, 2012
OJM GROUP, LLC
November 12, 2009 - December 2, 2011
OAK RIVER INVESTMENT ADVISORS
November 7, 2009 - December 31, 2010
OAK RIVER INVESTMENTS, INC.
June 4, 2009 - November 9, 2009
NATIONWIDE SECURITIES, LLC
May 19, 2008 - February 24, 2009
SEI INVESTMENTS MANAGEMENT CORP
May 2, 2007 - February 27, 2009
SEI INVESTMENTS DISTRIBUTION CO.
May 15, 2000 - April 25, 2007
BLACKROCK FUND ADVISORS
February 28, 2000 - March 15, 2007
BLACKROCK EXECUTION SERVICES
May 5, 1997 - February 17, 2000
2480 SECURITIES LLC
Primary Firm SEC Registration
KEATING FINANCIAL ADVISORY SERVICES
CRD#: 142772 / SEC#: 801-126770
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/23/2025)
Exams
Series 2
Date: 7/29/1991
Non-Member General Securities ExaminationCurrent Firm
KEATING FINANCIAL ADVISORY SERVICES
CRD#: 142772 / SEC#: 801-126770
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 330,000,000 |
Red Flags
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