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Timothy Louis Dillow

Investment adviser representative at Dillow Wealth Management LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$106.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Dillow Wealth Management LLCApr 2021 to now
  2. Cypress Investment ManagementNov 2023 to Jun 2025
  3. Cypress Wealth ManagementNov 2023 to Jun 2025
  4. Leelyn Smith, LLCJul 2018 to Apr 2021
  5. LPL Financial LLCJul 2018 to Mar 2021
  6. UBS Financial Services IncNov 2011 to Jul 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Dillow Wealth Management LLC

$106.3MAssets managed
18Clients
2Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4642786
Firm CRD
313192
Advisor's SEC record (opens in a new tab)
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