Slagle Financial, LLC

Slagle Financial, LLC (CRD# 149976) is a financial advisory firm headquartered in Edwardsville, IL. They manage $66,500,000 in 1,412 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    1,412
    ACCOUNTS
  • Average Account Value
    $47,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MO, TX

Financial Advisors at Slagle Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Chad A. Tobin
CRD#: 5396987
419 St. Louis Street, Edwardsville, IL 62025
98
Wealthminder
score
Chad Tobin (CRD# 5396987) is an Investment Advisor Representative working at Slagle Financial, LLC in Edwardsville, IL and has over 9 years of experience in the finance industry.
2
Nicholas Webb
CRD#: 6319042
419 St. Louis Street, Edwardsville, IL 62025
95
Wealthminder
score

Nicholas Webb (CRD# 6319042) is an Investment Advisor Representative working at Slagle Financial, LLC in Edwardsville, IL and has over 3 years of experience in the finance industry.

3
Christopher J. Dorsey
CRD#: 5167861
419 St. Louis Street, Edwardsville, IL 62025
90
Wealthminder
score

Christopher Dorsey (CRD# 5167861) is an Investment Advisor Representative working at Slagle Financial, LLC in Edwardsville, IL and has over 5 years of experience in the finance industry.

4
Chad A. Slagle
CRD#: 4750156
419 St. Louis Street, Edwardsville, IL 62025
80
Wealthminder
score

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.

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