DW
DW

Dina Renee Weiss

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

800 West 5th Avenue, Ste 213, Naperville, IL, 60563

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Dina is a certified holistic nutritional consultant, providing probono speaking engagements. She also writes life insurance and long-term care insurance, dedicating minimal time to this activity, and is an investment advisor representative (IAR) with Redwing Financial, LLC, spending nearly full-time on this role.

Employment History
Current Registrations
LPL Financial LLC
April 2025 - Present · 10 mos
Redwing Financial
January 2018 - Present · 8 yrs 1 mo
LPL Financial LLCBroker
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
Lighthouse Institute
February 2016 - February 2018 · 2 yrs
Highpoint Advisor Group, LLC
June 2012 - April 2016 · 3 yrs 10 mos
LPL Financial LLC
July 2011 - March 2013 · 1 yr 8 mos
Ameriprise Financial Services, INC.
March 2007 - July 2011 · 4 yrs 4 mos
Ameriprise Financial Services, INC.Broker
March 2007 - July 2011 · 4 yrs 4 mos
State Registrations9 states
AZCACOFLILINMINMTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Dina Renee Weiss - Financial Advisor | TrueAdvisor