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Connor Bouse

Advisor at Slagle Financial, LLC

Updated today

Location

Edwardsville, IL 62025

Credentials

Series 65

Industry experience

2 years

About

Connor Bouse is a financial advisor at Slagle Financial, LLC with a Series 65 designation and two years of industry experience. He has been with Slagle Financial since 2022. Slagle Financial provides investment supervisory services and financial planning for individuals, families, and businesses, offering tailored engagement terms and investment policy statements. The firm emphasizes globally diversified portfolios aligned with modern portfolio theory and uses fundamental security analysis with a preference for index mutual funds and ETFs in internal management.

Client services

Based on Slagle Financial, LLC

Financial planning Portfolio management

Expertise

Based on Slagle Financial, LLC

General retirement planning Income planning Wealth management

Fee options

Fixed

Fixed fee $2,000 for financial planning (negotiable)

Percentage

$50,000 - $750,000: 1.75% $750,001 - $1,500,000: 1.55% $1,500,001 - $3,000,000: 1.45% $3,000,000 - $6,000,000: 1.25% $6,000,000 - $10,000,000: 1.00% $10,000,001 - Above: 0.85%

Project-based

$200 per hour for financial planning (negotiable)

Other

Account minimum: $50,000 Fee-only: Fixed fee $2,000 for financial planning (negotiable); Hourly fee $200 per hour (negotiable)

Location

419 St. Louis Street

Edwardsville, IL 62025

Most active in

Illinois · Missouri

Work history

Slagle Financial, LLC

2022 - Present (4 years)

N/a

2006 - 2023 (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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George E

Series 63, Series 65

Hamel, IL

Abundance Advisors, Inc.

George Ellis is a financial advisor at Abundance Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abundance Advisors since 2005. In addition to his advisory role, Ellis owns and operates GN Ellis Agency, providing life and health insurance products and protection planning for individuals and small businesses since 1984. Abundance Advisors offers asset-allocation investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a strategic, model-based asset allocation process and provides discretionary portfolio management primarily through no-load mutual funds, variable annuities, and cash sweep vehicles.

Passive / index investing Wealth management
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Douglas R

Series 63, Series 65

Collinsville, IL

Saint Louis Investment Advisors Inc

Douglas Ramey is the sole advisor at Saint Louis Investment Advisors Inc., an independent, SEC-registered firm based in Collinsville, IL. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Saint Louis Investment Advisors manages approximately $61.5 million for a diverse client base including individuals, high-net-worth clients, institutional accounts, and charitable organizations. The firm employs a strategic asset allocation approach using a core-and-satellite portfolio construction with passive index funds and ETFs as the core and selective active managers as satellites, managing portfolios on a discretionary basis with global diversification.

Active portfolio management Passive / index investing Options & derivatives strategies
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Alfred H

CFP®, Series 63, Series 65

Alton, IL

Financial Planning Advisors, Inc.

Alfred Hicks is a CFP® professional with 27 years of experience in financial advising. He has been the president of Financial Planning Advisors, Inc. since 1994. In addition to his advisory role, Hicks is involved in insurance and fixed annuity sales through a separate business. Financial Planning Advisors, Inc. provides financial planning and investment services to a diverse client base that includes individuals, trusts, charitable organizations, and small businesses. The firm employs targeted asset allocation, discretionary management, and a combination of fundamental and technical analysis to manage portfolios and offers educational seminars and project-based planning services.

Active portfolio management Options & derivatives strategies Business ownership considerations
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Anthony E

Series 63, Series 66

Bethalto, IL

Legacy Wealth Planning

Anthony Erzen is a financial advisor at Legacy Wealth Planning with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CarsonAllaria Wealth Management, Northwestern Mutual Investment Services, TD Ameritrade, SCOTTRADE, and Illinois American Water. Legacy Wealth Planning is an independent, fee-only investment adviser serving primarily individual and high-net-worth clients. The firm offers customized investment management, financial planning, and limited hourly consulting, employing Modern Portfolio Theory with a preference for passive funds while accommodating active and ESG options.

Business ownership considerations College savings (529s, UTMA, etc.)
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Albert K

CFP®, Series 66

Alhambra, IL

Adk Wealthcare Partners

Albert Kaufman is a CFP® with 23 years of experience in the financial services industry. He is the principal advisor at ADK Wealthcare Partners, an independent firm he has been affiliated with since 2015, following prior experience at LPL Financial. Outside of his advisory work, Kaufman manages a small hobby farm that he inherited and operates with his family. ADK Wealthcare Partners serves individual and high-net-worth households, managing approximately $28.7 million across about 20 client accounts. The firm offers discretionary portfolio management, financial planning, and consulting, employing a blend of fundamental, quantitative, and modern-portfolio theory analysis to develop tailored investment strategies.

Options & derivatives strategies Annuities
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Nicholas R

Series 65

Highland, IL

Powers Advisory Group, LLC

Nicholas Rutz is a financial advisor at Powers Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and has been involved in business ventures including ownership of a child care company and a real estate investment company. Prior to joining Powers Advisory Group, he was associated with Siblings & Company LLC and operated a restaurant business under Rutz Group II DBA Popeye's Chop House. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis, focusing on asset allocation, security selection, and dividend-producing securities within ETF-based portfolios.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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