Dina Weiss
Advisor at Redwing Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Redwing Financial
Location
Naperville, IL 60563
Credentials
Series 66
Industry experience
19 years
About
Dina Weiss is a financial advisor at Redwing Financial with 19 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and The Lighthouse Institute, Inc. In addition to her advisory work, she is a certified holistic nutritional consultant and engages in pro bono speaking on nutritional topics. She is also a co-author and provides public speaking on financial matters. Redwing Financial is an independent firm serving primarily individual clients with investment advisory and portfolio management services. The firm manages approximately $29.5 million across about 95 client relationships and offers a combination of advisory and brokerage services, including educational seminars and pension consulting.
Client services
Based on Redwing Financial
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Based on Redwing Financial
Divorce financial planning
College savings (529s, UTMA, etc.)
Home buying
Retirement income strategy
Fee options
Flat fees for specific services such as resume preparation ($200 - $400) and goal-setting ($250)
$0 - $25,000: 0.00% $25,000 - $100,000: 1.00% - 1.25% $100,000 - $500,000: 0.75% - 1.25% $500,000 - $1,000,000: 0.75% - 1.15% $1,000,000+: 0.50% - 1.00%
Clients may engage Investment Advisor Representatives as registered representatives of LPL Financial for brokerage commissions; commissions vary and are charged by LPL Financial
Hourly financial planning and coaching services at $250/hour; advisor coaching at $300/hour
Account minimum: $25,000 Fee-only: Financial planning, education and coaching fees range from $250/hour (hourly) to $7,500/year (business planning); various fixed fees and annual fees for specific plans ($750 to $2,500 per year); a la carte coaching fees $300/hour and flat fees from $200 to $400
Location
800 West 5 Th Avenue, Suite 213
Naperville, IL 60563
Most active in
Dina W has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Work history
Redwing Financial, LLC
2018 - Present (8 years)
The Lighthouse Institute, Inc
2016 - 2018 (2 years)
LPL Financial, LLC
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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