Philip Bernard Sloan

Employer firm

Nadler Financial Group, Inc. CRD 122617

$2.18B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• RETIREMENT PLAN CONSULTING - ENROLLMENT AND EDUCATION SUPPORT.; EDUCATION PLANNING AND ASSISTANCE WITH ESTABLISHING 529 PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → Present
  Ausdal Financial Partners, Inc
  Davenport, IA
• 07/2017 → Present
  Nadler Financial Group
  Deerfield, IL
• 01/2008 → 07/2017
  Ernst & Young Us Llp
  Chicago, IL

Other Businesses

NADLER FINANCIAL GROUP; INVESTMENT RELATED; DEERFIELD, IL; RIA; SENIOR WEALTH MANAGER AND SHAREHOLDER; ACTIVITY BEGAN 07/2017, BECAME A SHAREHOLDER 01/2024; APPX 180 HOURS PER MONTH, 145 HOURS DURING TRADING HOURS; DIRECT FIRM INVESTMENT STRATEGY AS MEMBER OF INVESTMENT COMMITTEE, ACTIVLEY MANAGE CLIENT INVESTMENT PORTFOLIOS, AND PROVIDE COMPREHENSIVE FINANCIAL PLANNING ADVICE TO CLIENTS; COMPENSATION IS SALARY.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-11-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant
• Personal Financial Specialist