Chad Slagle has been President of Slagle Financial since April 2009, is a control person of the firm and directly owns 75% or more of it.
Slagle Financial, LLC. is an Edwardsville, IL firm with $412M under management, 1,510 clients and 7 advisers across 10 offices, as of its August 2026 filing.
Chad Slagle is President, Founder and Financial Planner of Slagle Financial. He founded the firm in 1995 and leads a team that works with retirees and pre-retirees across 10 offices in Illinois, Missouri and Florida.
Chad Slagle’s longest registration is the current one, 17 years at Slagle Financial since 2009. Before joining Slagle Financial in 2009, Chad Slagle was registered through Brookstone Capital Management LLC and Kalos Management.
- Brookstone Capital Management LLC– · under a yearEdwardsville, IL · Adviser representative · Firm CRD 141413
- Slagle Financial, LLC.Current– present · 17 yearsEdwardsville, IL · Adviser representative · Firm CRD 149976
- Brookstone Capital Management LLC– · 2 yearsSt. Louis, MO · Adviser representative · Firm CRD 141413
- Kalos Management– · under a yearEdwardsville, IL · Adviser representative · Firm CRD 133025
Investment adviser representative registrations
Chad Slagle is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from May 2009; the most recent is Florida, in December 2021.
- FloridaSince 15 December 2021
- IllinoisSince 29 May 2009
- MissouriSince 26 March 2010
- TexasResidentSince 22 December 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 June 2006 |
| Series 7 | General Securities Representative Examination | 4 March 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 March 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 January 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Chad A Slagle
- CRD
- 4750156
- Firm
- Slagle Financial · CRD 149976
- Role
- President
- Office
- 419 ST. LOUIS STREET, Edwardsville, IL 62025
- Registration
- Investment adviser registration
- In the industry since
- January 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- slaglefinancial.com
Where does Chad Slagle work?
Chad Slagle has been President of Slagle Financial, LLC. since April 2009, and is a control person of the firm.
Is Chad Slagle a financial advisor?
Yes. Chad Slagle has a current investment-adviser registration in Florida, Illinois, Missouri and Texas, through Slagle Financial since May 2009.
How many years of experience does Chad Slagle have?
Chad Slagle has 22 years in the financial industry, since January 2004, across 3 adviser firms.
What exams has Chad Slagle passed?
Chad Slagle has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in January 2004.
Where did Chad Slagle work before Slagle Financial?
Before Slagle Financial, Chad Slagle was registered through Kalos Management, July 2006 to December 2006.
Where is Chad Slagle based?
Chad Slagle’s registered office is in Edwardsville, IL.
Is Chad Slagle registered with FINRA?
No. Chad Slagle has no current broker registration.
How can I verify Chad Slagle’s record?
Search CRD 4750156 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Slagle’s full registration record.