816-531-6700

 RJ Account Login

 Contact Us

  • EXPERIENCE

    Our advisors have 40 years of combined experience serving clients in Kansas City and throughout the U.S.

  • ACHIEVE YOUR GOALS

    Our financial planning professionals help you discover, plan for and achieve your life’s goals.

  • MIDWESTERN VALUES

    We were raised to work hard, be humble, speak plainly and treat people with respect. We live these values in our personal and professional lives.

  • RAYMOND JAMES

    Our advisors are proud to be affiliated with Raymond James. Since 1962, it has prided itself on conservatism, financial planning, and building its business by putting clients first.

Home

Life

Well

Planned

 

Wealth management is complex, but our motivation is simple — our advisors want to make an impactful difference in people's lives by helping you live a life well planned.

Our financial planning and investment management processes and expertise will help turn the goals you’ve spent years envisioning into something practical and reachable.

In short, we plan well to help you live even better.

Newsletter Signup

Sign up for our newsletter, event invitations and financial planning information.

 

 

 

Five Star Award

5 Star WM Horizontal-WM2014.png

In January 2014, Alex Petrovic, CFP® became a two-time award winner, 2012 and 2014!*

 

Our Services

OurServ-CompFinancialDiagram.png

RJ Update

 

Logo.png
 

RJlogo_White-RGB.gif

Petrovic Financial Services, Inc. is an independent firm.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

Raymond James' Privacy Notice

The copyright and trademark of The Foundation Freedom Formula are not affiliated with Raymond James Financial Services, Inc. TM & © 2007. The Financial Coach, Inc. All rights reserved.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Five Star Wealth Manager Award
Alex Petrovic, CFP® is a two-time award winner (2012 & 2014). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or non-discretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by an independent third party organization not affiliated with Raymond James.

 

Website Design For Financial Services Professionals | Copyright 2014 AdvisorWebsites.com. All rights reserved