Tilden Loucks & Woodnorth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$92,997,629
Clients
45
Advisors
2
of 4 employees
About
Tilden, Loucks & Woodnorth (TLW) provides fee‑based financial planning and investment management to individuals (both high‑net‑worth and non‑HNW), trusts, estates, charitable organizations and small businesses. Services typically include determination of financial objectives, cash‑flow and tax planning, asset allocation and ongoing portfolio management.
Since 2016 TLW has delivered most investment advice under a subadvisory agreement with RGCO, which provides recommendations and places orders on a primarily non‑discretionary basis while TLW retains supervisory, operational and client‑service responsibilities. The firm reports a predominance of non‑discretionary assets (approximately $157M non‑discretionary vs. $16M discretionary as of 12/31/2025) and employs fundamental and qualitative analysis along with long‑term purchase strategies in portfolio construction.
TLW’s structure includes several atypical affiliations and revenue arrangements for a firm of its size: it is affiliated with a broker‑dealer sister company (LaSalle St. Securities, LSS) that executes and clears trades through NFS/Fidelity and retains flat “ticket charges,” participates in margin interest and transfer‑credit revenue sharing, and has an expense‑sharing arrangement with TLW. Management personnel are also licensed insurance agents and the firm is under common ownership with another adviser (LSIA); an affiliated advisory entity consented to SEC findings in 2019 and refunded $435,178.03 to affected clients, with related procedural updates.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.00% $1,000,001+: 1.00%
Account minimum: $200,000 Minimum fee: Annual minimum fee of $100.00 may be charged at firm's discretion
Main office
940 Industrial Dr
Elmhurst IL 60126
Advisors at this office
2
Most active in
California · Florida · Illinois · New York · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daniel S
Series 63, Series 65
Elmhurst, IL
Tilden Loucks & Woodnorth LLC
Daniel Schlesser is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes long-term roles at Tilden Loucks Woodnorth LLC, LaSalle St. Financial, Inc., McDermott LaSalle St Inc, and related LaSalle St. entities. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across multiple asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets.
Vincent I
Series 63, Series 65
Elmhurst, IL
Tilden Loucks & Woodnorth LLC
Vincent Incerto is a financial advisor at Tilden Loucks & Woodnorth LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2013, following an eight-year tenure at TrancenDex. Tilden Loucks & Woodnorth, LLC provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes fundamental and qualitative research, asset allocation, and long-term investment strategies, operating largely under a subadvisory arrangement with Roberts, Glore & Co.
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