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Srbo Nmn Radisavljevic

Investment adviser representative at Aprio Wealth Management, LLC
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

27 years in the industry.

  1. Aprio Advisory GroupJan 2025 to now
  2. Aprio Risk Management, LLCJan 2025 to now
  3. Aprio Wealth Management, LLCJan 2025 to now
  4. Krd Wealth Managment LLCFeb 2022 to now
  5. Krd Wealth Management LLCDec 2021 to now
  6. Srbo Radisavljevic, Sole ProprietorAug 1999 to now
  7. Strategic Edge Wealth Management, LLCJun 2015 to Apr 2022

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (IL).

Aprio Wealth Management, LLC

$4.2BAssets managed
1,699Clients
37Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2806101
Firm CRD
127333
Advisor's SEC record (opens in a new tab)
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