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Chad A Slagle

Slagle Financial, LLC

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About Chad A Slagle

Chad Slagle is a registered representative with Slagle Financial, LLC. Chad has been in the industry since 2004 and holds a Series 6, 7, 63 and 66 license. In addition to providing financial advice, Chad also is an independent insurance agent and a partner in Best Practices, LLC, a non-investment related consulting business. Slagle Financial, LLC, a Registered Investment Advisor, provides financial planning and portfolio management services to individuals and families.

Firm Information

Chad Slagle is currently registered with Slagle Financial, LLC. Slagle Financial, LLC is an investment advisor headquartered in Edwardsville, IL. The firm provides financial planning and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Slagle Financial, LLC manages approximately $267,967,864 in regulatory assets under management.
Slagle Financial, LLC

419 ST. LOUIS STREET

EDWARDSVILLE, IL 62025

$267.97M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Slagle’s Registration & Firm History

IL

12/22/2015 - Present

Slagle Financial, LLC (EDWARDSVILLE IL)

IL

02/23/2009 - 11/09/2010

MIDAMERICA FINANCIAL SERVICES, INC. (EDWARDSVILE IL)

IL

02/07/2006 - 12/19/2006

KALOS CAPITAL, INC. (EDWARDSVILLE IL)

IL

01/21/2004 - 02/09/2006

WALNUT STREET SECURITIES, INC. (EDWARDSVILLE IL)

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Licenses & Designations

BOTH

Issued 06/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/18/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2005

Series 7 - General Securities Representative Examination

BC

Issued 01/19/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Chad A Slagle. Review regulatory record here.
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