Alexander Petrovic, III CFP<sup>&reg;</sup> - Financial Advisor

Alexander Petrovic, III CFP®

President

Petrovic Financial Services

4200 Somerset Dr, Ste 217
Prairie Village, KS 66208
FINANCIAL ADVISOR'S WEBSITE
(913) 385-5523 CONNECT WITH Alexander
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General

Alexander Petrovic is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Petrovic Financial Services in Prairie Village, KS and the surrounding communities.

Financial Advisor Overview

We provide fee-only financial planning and investment management.
 
Our approach involves comprehensive wealth management. This means:
 
Planning for your retirement;
Tax strategies you can use;
Estate planning;
Maximizing corporate benefits;
Insurance.
 
Our fees are competitive;
 
We have a fiduciary duty to our clients. We are required to make recommendations which are in our clients' best interest. The fiduciary represents the highest standard of care for our profession,
 
 
 
 

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Financial Advisor Experience

Alex Petrovic III is a Certified Financial PlannerTM certificant. He has over 15 years of experience.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources