DW
Dina R. Wirth
REDWING FINANCIAL
ST. CHARLES, IL 60174
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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.
1. 07/06/2011: No Business Name - Other-Nutrition - Certified Holistic Nutrional Consultant; Probono speaking on nutritional issues to help people to learn how to eat better. 2. 9/28/2011: Leaders Partners, INC. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Writing Life Insurance and Long-Term Care Insurance. 3. 2/6/2018 - Redwing Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2018 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Redwing Financial, LLC, an independent investment advisor firm. I started this business activity in February 2018. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 2/6/2018 - Redwing Financial, LLC - DBA: Redwing Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/01/2018 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Redwing Financial, LLC, an independent investment advisor firm. I started this business activity in February 2018. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 2/27/2018 - No Business Name - Not Investment Related - No Specific Business Location - Other-Public Speaker - Start Date:2/1/2018 - 2 Hours Per Month/0 Hours during Trading. 6. 09/12/2023 - No Business Name - Other - Author - Co-Author - Investment Related - Start Date 10/20/2016 - 0 Hours Per Month/ During Trading 7. 11/15/2024 - Other - Education/Coaching - Astrologer - Not Investment Related - Home Based - Start Date 12/01/2024 - 10 Hours Per Month/ 0 Hours During Trading
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®
NoneExperience
Current
January 31, 2018 - Present
REDWING FINANCIAL
Office #1: 451 Dunham Road Suite 202, St. Charles, IL 60174RIA
CRD#: 292377
ST. CHARLES, IL
Current
July 6, 2011 - Present
LPL FINANCIAL LLC
Office #1: 451 Dunham Rd., Ste 202, St. Charles, IL 60174RIA
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
Ohio(8/21/2026)
RR
Texas(4/22/2025)
RR
Wisconsin(6/11/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Passed: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)Loading...
Contact information
Main Address
451 Dunham Road Suite 202, St. Charles, IL 60174
Mailing Address
Phone number
(630) 857-3978
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 183 |
| AUM (Assets Under Management) | $ 41,396,022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
