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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-15-1994
- Office Locations
- 1
Office Locations
About Tilden Loucks & Woodnorth LLC
LaSalle St. is a privately held, Midwest-based firm (founded 1974) focused on empowering independent reps and advisors. It supports affiliates with a full-service boutique offering brokerage, RIA advisory, and fixed insurance solutions, plus fintech-enabled, paperless workflows and hands-on support. Advisors can use LAMP and Fidelity’s FMAX/Wealthscape platforms and access third-party managers; the firm cites 95%+ advisor satisfaction.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
DANIEL JOHN SCHLESSER
Chief Financial Officer, Investment Advisor, TREASURER, Vice President
- CRD
- #1788458
- Ownership
- 50% but less than 75%
MICHAEL MITCHELL DROZD
Chief Investment Officer
- CRD
- #6015178
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,235,027 | $16,235,027 |
| Non-Discretionary | $157,051,092 | $3,414,154 |
| Total | $173,286,119 | $3,686,939 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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