Redwing Financial
Firm details
- Headquarters
- Saint Charles, Illinois
- CRD number
- 292377
- Website
- www.redwingfinancialllc.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.19%
- Individuals36.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Redwing Financial is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it also offers pension consulting and educational workshops. Its compensation mixes AUM-based fees with hourly and fixed-fee arrangements. The adviser operates as a registered representative of a broker‑dealer and is not positioned as a capital allocator or an ESG-focused manager.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
1 of 1
Dina Weiss
Chief Investment OfficerCRD 5060045
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Charles, IL
Kane
Location
Saint Charles, IL
Headquartered in Saint Charles, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Kane
- Address
- 451 Dunham Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Stratitech Consulting, Inc.
RIASaint Charles, IL
Pcfo Capital
RIASaint Charles, IL
Fisher Financial Group, LLC
RIANorthbrook, IL
Clearview Wealth Solutions, LLC
RIABarrington, IL
Maguire Asset Management, LLC
RIAOak Brook, IL
Wealth Accumulation & Preservation, Inc.
RIAStreator, IL