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Robert William Sims

Slagle Financial, LLC

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About Robert William Sims

Robert William Sims is a financial advisor registered with Slagle Financial, LLC. Robert Sims has been in the financial services industry since 2012. Robert Sims is registered in Illinois and Florida. Robert Sims specializes in providing financial planning and portfolio management services to individuals. Robert Sims is also an independent contractor property and casualty insurance producer for Grojean Insurance Agency, Jacksonville, IL, since 2013.

Firm Information

Robert Sims 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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Robert Sims’s Registration & Firm History

IL

06/01/2018 - Present

Slagle Financial, LLC (EDWARDSVILLE IL)

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Licenses & Designations

IA

Issued 06/01/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert William Sims.
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