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Nicholas Webb

Slagle Financial, LLC

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About Nicholas Webb

Nicholas Webb is an Investment Advisor Representative at Slagle Financial, LLC in EDWARDSVILLE, IL. Nicholas has been in the industry since September 2013 and holds a Series 65 license. Nicholas is registered in Florida, Illinois, and Missouri. Slagle Financial, LLC is a Registered Investment Advisor and has been in business since 2013. The firm has approximately 2827 clients with total assets under management of $267,967,864. Nicholas Webb and Slagle Financial, LLC primarily focus on financial planning and portfolio management for individuals, as well as pension consulting services.

Firm Information

Nicholas Webb 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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Nicholas Webb’s Registration & Firm History

IL

04/03/2014 - Present

Slagle Financial, LLC (EDWARDSVILLE IL)

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Licenses & Designations

IA

Issued 04/03/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Webb.
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