Alexander Petrovic (CRD# 4934721) is an Investment Advisor Representative working at Petrovic Financial Services in Prairie Village, KS and has over 18 years of experience in the finance industry. Alexander Petrovic has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Petrovic Financial Services (f/k/a Petrovic Weaver Financial) | Prairie Village, KS | Jul 2015 - Current | 8 |
| Raymond James Finanicial Services Advisors, Inc. | Kansas City, MO | Mar 2010 - Current | 14 |
| Raymond James Financial Services | Kansas City, MO | Mar 2005 - Current | 19 |
| Petrovic Financial Services, Inc. | Kansas City, MO | Mar 2005 - Aug 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- KS
- TX
-
Total Assets Under Management185MILLIONS
-
Total Number of Accounts519ACCOUNTS
-
Average Account Value$355,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
KS, MO, TX
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