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Joshua Ohl

Slagle Financial, LLC

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About Joshua Ohl

Joshua Ohl is a registered investment advisor representative with Slagle Financial, LLC. Joshua has been working in the financial industry since August 2013 and has been registered with Slagle Financial, LLC since August 2024. Joshua Ohl is licensed in Illinois. Joshua Ohl has passed the Uniform Investment Adviser Law Examination.

Firm Information

Joshua Ohl 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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Joshua Ohl’s Registration & Firm History

IL

12/19/2024 - Present

Slagle Financial, LLC (EDWARDSVILLE IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Ohl.
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