Dina Weiss, financial advisor Naperville IL

Dina Weiss

CRD Number: 5060045
Current Firm: Redwing Financial

Dina Weiss (CRD# 5060045) is an Investment Advisor Representative working at Redwing Financial in Naperville, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Redwing Financial, LLC Naperville, IL Jan 2018 - Current 3
Lpl Financial, LLC Naperville, IL Jul 2011 - Current 10
The Lighthouse Institute, Inc. North Aurora, IL Feb 2016 - Jan 2018 1
Highpoint Advisor Group Downers Grove, IL Jan 2014 - Jan 2016 2
High Point Planning Partners, LLC Downers Grove, IL Apr 2012 - Jan 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Dina R. Weiss
Phone Number: 630-857-3978
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $141,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

IL

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