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Timothy Louis Dillow

Timothy L. Dillow

DILLOW WEALTH MANAGEMENT LLC
Oakbrook, IL 60523
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CRD#: 4642786
Timothy Louis Dillow

Professional summary


Timothy Louis Dillow, CFP® is a registered financial advisor currently at DILLOW WEALTH MANAGEMENT LLC located in Oakbrook, Illinois.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Timothy has worked at 11 firms and has passed the Series 66, SIE, Series 3, Series 7, Series 9 and Series 10 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MALT Cheese LLC; Not Investment Related; 207 Vernon Ave, Wheaton, IL 60187; Cheese production and bulk / retail distribution; Managing Member; 3/20/2024; 10 hrs/ month; Establish business practices, purchase equipment, arrange financing, hire staff, work with distributor, patent recipe and process. 1/30/2020 Irapuato Development LLC; 207 Vernon Ave, Wheaton, IL 60187; Non-investment related: for-profit consultant; Support Consultant; Business consulting support for real estate and cash flow. Appx. 40hrs/months 9/10/2021 - Immigrant Blues, LLC - Not Investment Related - 07 Vernon Ave, Wheaton Illinois, 60187 - Managing Member. Started: 9/10/2021 - 5 Hours Per Week/0 Hours During Securities Trading - The LLC is formed to commission a published work of literature factually based upon member's life.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Timothy Louis Dillow's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2016

Experience


Current

April 9, 2021 - Present

DILLOW WEALTH MANAGEMENT LLC

Office #1: 700 Commerce Drive Suite 170, Oakbrook, IL 60523
RIA
CRD#: 313192
Oakbrook, IL
Past

October 19, 2020 - March 24, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
GENEVA, IL
Past

August 24, 2018 - August 27, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
GENEVA, IL
Past

July 20, 2018 - April 30, 2021

LEELYN SMITH, LLC

RIA
CRD#: 110517
GENEVA, IL
Past

July 20, 2018 - March 24, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
GENEVA, IL
Past

November 4, 2011 - August 1, 2018

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CHICAGO, IL
Past

November 4, 2011 - August 1, 2018

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHICAGO, IL
Past

June 1, 2009 - November 9, 2011

MORGAN STANLEY

RIA
CRD#: 149777
CHICAGO, IL
Past

June 1, 2009 - November 9, 2011

MORGAN STANLEY

BD
CRD#: 149777
CHICAGO, IL
Past

February 2, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
CHICAGO, IL
Past

October 12, 2005 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CHICAGO, IL
Past

April 11, 2005 - October 10, 2005

ALLSPRING FUNDS DISTRIBUTOR, LLC

BD
CRD#: 133366
CHARLOTTE, NC
Past

January 18, 2005 - April 11, 2005

STRONG INVESTMENTS, INC.

BD
CRD#: 15658
MENOMONEE FALLS, WI
Past

November 10, 2003 - October 1, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LAS VEGAS, NV
Past

November 10, 2003 - October 1, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 7, 2003 - October 9, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
LAS VEGAS, NV
Past

April 25, 2003 - October 9, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 25, 2003 - October 9, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DILLOW WEALTH MANAGEMENT LLC
DILLOW WEALTH MANAGEMENT LLC | SILOS ADVISORS, LLC | SILAS ADVISORS, LLC

CRD#: 313192 / SEC#: 801-120686

RIA
Registered Investment Advisory firm - (3/31/2021 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(4/9/2021)
IAR
Texas
(4/9/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/6/2003
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


DW
DILLOW WEALTH MANAGEMENT LLC
DILLOW WEALTH MANAGEMENT LLC | SILOS ADVISORS, LLC | SILAS ADVISORS, LLC

CRD#: 313192 / SEC#: 801-120686

RIA
Registered Investment Advisory firm - (3/31/2021 Approved)
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Contact information


Main Address
700 Commerce Drive Suite 500, Oak Brook, IL 60523
Mailing Address
Phone number
(224) 330-9662
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR DILLOW WEALTH MANAGEMENT LLC (10/14/2025)

Regulatory assets under management


Total Number of Accounts143
AUM (Assets Under Management)$ 221,000,000

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/30/2024
Cover Page
09/15/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DILLOW WEALTH MANAGEMENT LLC

CRD#: 313192Oakbrook, IL 60523

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