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- Custodian
- LPL Financial · Security Benefit
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-31-2018
- Office Locations
- 1
Office Locations
About Redwing Financial
Redwing Financial is an independent Naperville, IL advisory firm providing financial planning and ongoing portfolio guidance with an education-first, collaborative approach. The practice works with a wide range of individuals and business owners—from students and young families to retirees—and does not prequalify clients by investable net worth. Investment implementation centers on diversified asset allocation, often using mutual funds and ETFs, with a focus on risk management; custody includes LPL Financial.
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Owner & Executives
DINA RENEE WIRTH
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #5060045
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,396,022 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,396,022 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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