Timothy Schlindwein
Schlindwein Associates · Chicago, Illinois
Timothy Schlindwein is a fee-only financial advisor at Schlindwein Associates in Chicago, Illinois, who holds the CIC credential. Schlindwein Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Timothy →
Facts
| Firm | Schlindwein Associates |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $167.1M across 363 accounts |
| Credentials | CIC |
| SEC registration | Investment adviser representative in IL, TX · CRD 1865926 |
| Exams passed | Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sallc.com |
| Profile |
How Timothy's firm compares
- Schlindwein Associates's average account is about $460,000, from its Form ADV (assets managed divided by 363 accounts).
Request an introduction to Timothy
Tell Timothy a little about what you're looking for. Timothy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Timothy
Is Timothy Schlindwein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Schlindwein Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Schlindwein Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Schlindwein based?
Timothy Schlindwein is based in Chicago, Illinois.
What credentials does Timothy Schlindwein hold?
Timothy Schlindwein holds the CIC credential.
Is Timothy Schlindwein registered with the SEC?
Yes. Timothy Schlindwein is registered as an investment adviser representative in IL and TX (CRD 1865926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schlindwein Associates manage?
Schlindwein Associates reports $167.1M across 363 accounts in assets under management.
How do I contact Timothy Schlindwein?
Through Timothy's website, www.sallc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Chicago
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.