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Dinah Frances Bird-Westerfield

Keating Financial Advisory Services

Manhattan, KS

Foster, KY

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Current Employers
Keating Financial Advisory Services

1011 Poyntz Avenue, Manhattan, KS 66502 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-05-23
  • KY RA
    APPROVED
    Since 2025-05-23

Branch Locations

1011 Poyntz Avenue, Manhattan, KS 66502 • United States

Foster, KY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Bank Crestview Hills KY 08/2015 06/2017
Pnc Cincinnati OH 09/2017 12/2023
9258 Wealth Management Cincinnati OH 02/2024 07/2024
Keating Financial Advisory Services Foster KY 12/2024 Present
Unemployed Foster KY 08/2024 12/2024
  • 08/2015 → 06/2017
    Bb&T Bank
    Crestview Hills, KY
  • 09/2017 → 12/2023
    Pnc
    Cincinnati, OH
  • 02/2024 → 07/2024
    9258 Wealth Management
    Cincinnati, OH
  • 12/2024 → Present
    Keating Financial Advisory Services
    Foster, KY
  • 08/2024 → 12/2024
    Unemployed
    Foster, KY
Previous Registrations
  • 2024-03-08 → 2024-12-02
    9258 Wealth Management, Llc
    Blue Ash, OH
  • 2013-06-19 → 2015-08-25
    Cetera Advisors Llc
    Cincinnati, OH
  • 2012-05-24 → 2012-12-03
    Signator Financial Services, Inc.
    Bellevue, WA
  • 2011-06-06 → 2012-03-27
    Ojm Group, Llc
    Cincinnati, OH
  • 2009-11-12 → 2011-12-02
    Oak River Investment Advisors
    Fort Mitchell, KY
  • 2008-05-19 → 2009-02-24
    Sei Investments Management Corp
    Oaks, PA
  • 2000-05-15 → 2007-04-25
    Blackrock Fund Advisors
    San Francisco, CA
Other Businesses

1. Sole owner and President of River Inc. DBA Baker-Bird Winery & Distillery. Not investment related. 8 hours per week, none during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-08-04
S65 Uniform Investment Adviser Law Examination 1991-02-27
  • S63 Uniform Securities Agent State Law Examination
    1997-08-04
  • S65 Uniform Investment Adviser Law Examination
    1991-02-27
Designations
Other Names
  • Dinah Frances Bird
  • Dinah Birdwesterfield
  • Dinah Frances Bird-Westerfield
  • Dinah Frances Bird-Westerfield

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
NO COAST FINANCIAL GROUP
CGN ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES

Other Investors

CARLIN TODD MURPHY
ARTHUR JOSEPH KENNEDY
Skyler JaLynn Saunders
GREGORY CLAY BARRON
STUART JOSEPH HECKMAN
DANIEL EDWARD KING
JAMIE ANN BOSSE
Lindsay Ann Adams

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MANHATTAN, KS
NO COAST FINANCIAL GROUP · MANHATTAN, KS
CGN ADVISORS, LLC · MANHATTAN, KS
CETERA INVESTMENT ADVISERS LLC · Manhatton, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Manhattan, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Manhattan, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Manhattan, KS
THRIVENT INVESTMENT MANAGEMENT INC. · MANHATTAN, KS

More in Manhattan, KS

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