Dinah Bird-Westerfield is a CFP-designated registered investment advisor at Keating Financial Advisory Services, based in Manhattan, KS, with 14 years of industry experience. Dinah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 250 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keating Financial Advisory Services offers investment management through a wrap fee program. You'll pay a single annual fee that covers investment advice, trading costs, and account administration. This fee is negotiable and can be up to 2.50% of your portfolio, depending on the complexity of your account and the investments used.
Location
1011 Poyntz Avenue, Manhattan, KS, 66502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dinah is the sole owner and President of River Inc. DBA Baker-Bird Winery & Distillery. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Keating Financial Advisory Services
Previous Registrations
9258 Wealth Management, LLC
Cetera Advisors LLC
Symetra Investment Services, INC.
Ojm Group
Oak River Investment Advisors
Sei Investments Management CORP
Barclays Global Fund Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.