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Chad A Slagle

SLAGLE FINANCIAL, LLC.·EDWARDSVILLE, Illinois
Series 6, Series 7, Series 63, Series 6620 years registeredSLAGLE FINANCIAL, LLC.
419 ST. LOUIS STREET, EDWARDSVILLE, IL 62025CRD# 4750156Firm CRD# 149976

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad A Slagle · EDWARDSVILLE, IL
Registration
CRD #4750156 · SLAGLE FINANCIAL, LLC. · 20 years registered
Brand Profile
Not yet started
01

Career History

SLAGLE FINANCIAL, LLC.
May 2009 – present
BROOKSTONE CAPITAL MANAGEMENT LLC
Jan 2010 – Feb 2010
EDWARDSVILLE, IL
BROOKSTONE CAPITAL MANAGEMENT LLC
Dec 2006 – Oct 2009
ST. LOUIS, MO
KALOS MANAGEMENT
Jul 2006 – Dec 2006
EDWARDSVILLE, IL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · July 3, 2006
Years registered · 20
03

Disclosure History

2015Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
SLAGLE FINANCIAL, LLC.
CRD 149976 · SEC 801-113986
AUM
$268M
Regulatory assets under management
Employees
23
2,827 client accounts
Services offered by SLAGLE FINANCIAL, LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SLAGLE FINANCIAL, LLC. →
Introduction

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05

Frequently Asked Questions

What services does Chad A Slagle offer?
Chad A Slagle specializes in Financial Planning, Investment Management. Contact their office in EDWARDSVILLE, Illinois for a consultation.
What are Chad A Slagle's credentials?
Chad A Slagle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad A Slagle located?
Chad A Slagle is based in EDWARDSVILLE, Illinois, working with SLAGLE FINANCIAL, LLC.. Their office serves clients in the EDWARDSVILLE metropolitan area and surrounding communities.
How does Chad A Slagle charge for services?
Chad A Slagle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SLAGLE FINANCIAL, LLC.?
SLAGLE FINANCIAL, LLC. has approximately 23 employees and manages $268M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SLAGLE FINANCIAL, LLC.

Chad Andrew Tobin
EDWARDSVILLE, IL

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