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DW

Dina R. Wirth

REDWING FINANCIAL
ST. CHARLES, IL 60174
Some features on this profile are disabled
CRD#: 5060045
DW
Dina Renee WirthREDWING FINANCIAL

Professional summary

Dina Renee Wirth, who also goes by Dina Renee Lucia, Dina Renee Weiss, is a registered financial advisor currently at REDWING FINANCIAL located in St. Charles, Illinois and LPL FINANCIAL LLC located in St. Charles, Illinois.

Dina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Dina has worked at 5 firms and has passed the Series 66, Series 52TO, SIE, Series 7 and Series 24 exams.

Aliases

Dina Renee Lucia | Dina Renee Weiss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dina Renee Wirth's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 31, 2018 - Present

REDWING FINANCIAL

Office #1: 451 Dunham Road Suite 202, St. Charles, IL 60174
RIA
CRD#: 292377
ST. CHARLES, IL
Current

July 6, 2011 - Present

LPL FINANCIAL LLC

Office #1: 451 Dunham Rd., Ste 202, St. Charles, IL 60174
RIA
BD
CRD#: 6413
ST. CHARLES, IL
Past

April 22, 2025 - July 13, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
NORTH AURORA, IL
Past

February 4, 2016 - February 2, 2018

LIGHTHOUSE INSTITUTE

RIA
CRD#: 282604
NORTH AURORA, IL
Past

June 5, 2012 - April 1, 2016

HIGHPOINT PLANNING PARTNERS

RIA
CRD#: 163768
DOWNERS GROVE, IL
Past

July 6, 2011 - March 27, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
NORTH AURORA, IL
Past

March 27, 2007 - July 15, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ST. CHARLES, IL
Past

March 13, 2007 - July 15, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ST. CHARLES, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/21/2011)
RR
California
(3/26/2024)
RR
Colorado
(6/16/2017)
RR
Florida
(4/3/2014)
RR
Illinois
(7/6/2011)
IAR
Illinois
(1/31/2018)
RR
Indiana
(2/21/2025)
RR
Michigan
(6/11/2024)
RR
Texas
(4/22/2025)
RR
Wisconsin
(6/11/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/26/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/12/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/9/2013
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RF
REDWING FINANCIAL
REDWING FINANCIAL | REDWING FINANCIAL, LLC | REDWING FINANCIAL, INC.

CRD#: 292377 / SEC#:

Illinois
Registered Investment Advisory firm - (1/31/2018 Approved)
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Contact information

Main Address
800 West 5th Avenue Suite 213, Naperville, IL 60563
Mailing Address
Phone number
(630) 857-3978
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts183
AUM (Assets Under Management)$ 38,441,064

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

REDWING FINANCIAL

CRD#: 292377St. Charles, IL 60174

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Contact information

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xxxxx@xxxx.xxx

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