Timothy Dillow (CRD# 4642786) is an Investment Advisor Representative working at Dillow Wealth Management LLC in Oakbrook Terrace, IL and has over 21 years of experience in the finance industry. Timothy Dillow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dillow Wealth Management LLC | Wheaton, IL | Apr 2021 - Current | 3 |
| Leelyn Smith, LLC | Geneva, IL | Jul 2018 - Apr 2021 | 2 |
| Lpl Financial LLC | Geneva, IL | Jul 2018 - Mar 2021 | 2 |
| Ubs Financial Services Inc. | Chicago, IL | Nov 2011 - Jul 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
- IL
- TX
-
Total Assets Under Management169MILLIONS
-
Total Number of Accounts144ACCOUNTS
-
Average Account Value$1,170,833
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
IL, LA, TX
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