Alexander
Petrovic

Petrovic Financial Services

CRD#4934721
Investment Advisor
in Prairie Village, KS

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About this Advisor

Alexander Petrovic is a financial advisor based in Prairie Village, Kansas, working with Petrovic Financial Services. Alexander has previously held positions at Raymond James Financial Services, Petrovic Financial Services, Inc, Raymond James Financial Services Advisors, Inc, and Petrovic Financial Services (F/K/A Petrovic Weaver Financial). Alexander has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Alexander is part of Petrovic Financial Services, which operates out of Prairie Village, Kansas. The firm has 3 employees and manages assets totaling $184.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Petrovic Financial Services includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4200 Somerset Drive Suite 217
Prairie Village, KS 66208-5249

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Petrovic Financial Services Brokerage Details

Total Assets Under Management

$184,734,181

KS Average: $2,243,162,756
Total Number of Employees

3

KS Average: 44
Total Number of Accounts

519

KS Average: 4,091
Average Account Size

$355,943

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Alexander Petrovic Work History

2015 - Present (10 years)

Petrovic Financial Services (F/K/A Petrovic Weaver Financial)

2010 - Present (15 years)

Raymond James Finanicial Services Advisors, Inc

2005 - Present (20 years)

Raymond James Financial Services

2005 - 2019 (14 years)

Petrovic Financial Services, Inc

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Disclosures

Please visit the SEC profile of Alexander Petrovic to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Petrovic Financial Services

Bryson Slater
Prairie Village, KS
Alexander Petrovic
Prairie Village, KS
James Stoutenborough
Prairie Village, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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