Daniel
Schlesser

Tilden Loucks & Woodnorth LLC

CRD#1788458
Investment Advisor
in Elmhurst, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Schlesser is a financial advisor based in Elmhurst, Illinois, working with Tilden Loucks & Woodnorth LLC. Daniel has previously held positions at Lasalle St. Securities. L.L.C, Lasalle St. Financial, Inc, Mcdermott Lasalle St Inc, Tilden Loucks Woodnorth LLC, and Lasalle St. Invesment Advisors LLC. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Daniel is part of Tilden Loucks & Woodnorth LLC, which operates out of Elmhurst, Illinois. The firm has 2 offices and 2 employees. The firm manages assets totaling $149.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Tilden Loucks & Woodnorth LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

940 Industrial Dr
Elmhurst, IL 60126

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Tilden Loucks & Woodnorth LLC Brokerage Details

Total Assets Under Management

$149,850,813

IL Average: $6,674,516,078
Total Number of Employees

2

IL Average: 44
Total Number of Accounts

51

IL Average: 2,564
Average Account Size

$2,938,251

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Daniel Schlesser Work History

1994 - Present (31 years)

Tilden Loucks Woodnorth LLC

1992 - Present (33 years)

Lasalle St. Financial, Inc

1990 - Present (35 years)

Mcdermott Lasalle St Inc

1988 - Present (37 years)

Lasalle St. Invesment Advisors LLC

1986 - Present (39 years)

Lasalle St. Securities. L.L.C

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Daniel Schlesser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tilden Loucks & Woodnorth LLC

Vincent Incerto
Elmhurst, IL
Daniel Schlesser
Elmhurst, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started