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Rahul Prakash Shirahatti

Investment adviser representative at Sgl Financial, LLC
12 yearsExperience
1 stateRegistered in
$416MFirm assets
11 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
  • Seminars and workshops

Experience

12 years in the industry.

  1. Sgl Financial, LLCJun 2025 to now
  2. Coyle Financial Counsel, LLCMay 2023 to Jun 2025
  3. The Boeing CompanyJul 2022 to Apr 2023
  4. Saint Louis UniversityAug 2018 to May 2022
  5. Waubonsie Valley High SchoolAug 2014 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (IL).

Sgl Financial, LLC

$416MAssets managed
884Clients
13Advisers
11 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
7804663
Firm CRD
158023
Advisor's SEC record (opens in a new tab)
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