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PETROVIC FINANCIAL SERVICES

PRAIRIE VILLAGE, KS · CRD 273039 · IAPD ↗ · petrovicfinancial.com · 913-385-5523

$203.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — PETROVIC FINANCIAL SERVICES (PRAIRIE VILLAGE, KS) left the SEC roster (was $203.5M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
April 2024 — PETROVIC FINANCIAL SERVICES reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.