Dinah Frances Bird-Westerfield
Investment Adviser Representative at Keating Financial Advisory Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dinah Frances Bird-Westerfield is an investment adviser representative with Keating Financial Advisory Services in Foster, KY, where they have been registered since 2025. They have worked in the securities industry since 2011 and have been registered with 8 firms, including 9258 Wealth Management, LLC and Cetera Advisors LLC. They have passed 8 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Kentucky.
Registrations & licenses
- Investment adviser:
- Kentucky
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BB&T BankAug 2015 – Jun 2017Crestview Hills, KY
- PNCSep 2017 – Dec 2023Cincinnati, OH
- 9258 Wealth ManagementFeb 2024 – Jul 2024Cincinnati, OH
- Keating Financial Advisory ServicesDec 2024 – no end date reportedFoster, KY
- UnemployedAug 2024 – Dec 2024Foster, KY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Keating Financial Advisory Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning, investment management, wealth preservation, personalized investment strategies, retirement planning, tax efficiency optimization, estate planning, and legacy preservation. Also offers resources including the 401(k) Coffee Break Podcast, educational videos, and financial planning content.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 30
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Manhattan, KS
- SEC file number:
- 801-126770
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Keating Financial Advisory Services
Showing 12 of 30 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dinah Frances Bird-Westerfield has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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