Chad Slagle is the President and Founder of Slagle Financial the area’s premier Retirement planning firm.
Chad is an Investment Advisor Representative and has over 22 years in the finance industry. Chad and his team of advisors use their Financial GPS process to guide their clients successfully to and through Retirement.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
CRD# 2390400
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Slagle Financial, LLC | Edwardsville, IL | Apr 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- IL
- MO
- TX
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Total Assets Under Management268MILLIONS
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Total Number of Accounts2,827ACCOUNTS
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Average Account Value$94,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, FL, GA, IL, IN, LA, MO, MS, NC, NE, TN, TX
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