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Chad Andrew Tobin

Investment adviser representative at Slagle Financial, LLC.
20 yearsExperience
4 statesRegistered in
$411.7MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. Slagle Financial, LLC.May 2009 to now
  2. Illinois Benefit Services, Inc.Jul 2006 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 4 states (FL, IL, MO, TX).

Slagle Financial, LLC.

$411.7MAssets managed
1,510Clients
13Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5396987
Firm CRD
149976
Advisor's SEC record (opens in a new tab)
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