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Srbo Nmn Radisavljevic

Aprio Wealth Management, LLC

Schaumburg, IL

Atlanta, GA

CRD 2806101

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Employer firm

Aprio Wealth Management, LLC CRD 127333

$4.15B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Aprio Wealth Management, Llc

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-17
  • IL RA
    APPROVED
    Since 2025-01-17

Branch Locations

1051 Perimeter Drive 9Th Floor, Schaumburg, IL 60173 • United States

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Edge Wealth Management, Llc Rosemont IL 06/2015 04/2022
Srbo Radisavljevic, Sole Proprietor Rosemont IL 08/1999 Present
Krd Wealth Management Llc Schaumburg IL 12/2021 Present
Krd Wealth Managment Llc Schaumburg IL 02/2022 Present
Aprio Wealth Management, Llc Atlanta GA 01/2025 Present
Aprio Risk Management, Llc Atlanta GA 01/2025 Present
Aprio Advisory Group Atlanta GA 01/2025 Present
  • 06/2015 → 04/2022
    Strategic Edge Wealth Management, Llc
    Rosemont, IL
  • 08/1999 → Present
    Srbo Radisavljevic, Sole Proprietor
    Rosemont, IL
  • 12/2021 → Present
    Krd Wealth Management Llc
    Schaumburg, IL
  • 02/2022 → Present
    Krd Wealth Managment Llc
    Schaumburg, IL
  • 01/2025 → Present
    Atlanta, GA
  • 01/2025 → Present
    Aprio Risk Management, Llc
    Atlanta, GA
  • 01/2025 → Present
    Aprio Advisory Group
    Atlanta, GA
Previous Registrations
  • 2022-02-10 → 2025-03-31
    Krd Wealth Management, Llc
    Schaumburg, IL
  • 2015-06-19 → 2022-04-08
    Strategic Edge Wealth Management, Llc
    Rosemont, IL
    Northbrook, IL
  • 2011-01-03 → 2015-08-13
    Wheaton, IL
  • 2008-07-21 → 2010-12-31
    Strategic Edge Wealth Management, Llc
    Northbrook, IL
  • 2000-01-20 → 2009-03-10
    Wilmette, IL
Other Businesses

NAME OF THE OTHER BUSINESS: SRBO RADISAVLJEVIC, SOLE PROPRIETOR WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: ROSEMONT, IL NATURE OF THE OTHER BUSINESS: INDEPENDENT INSURANCE AGENT POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: INSURANCE AGENT START DATE OF YOUR RELATIONSHIP: 08/1999 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 12 NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 4 NAME OF THE OTHER BUSINESS: KRD WEALTH MANAGEMENT LLC WHETHER THE BUSINESS IS INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: SCHAUMBURG, IL POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: PARTNER & INVESTMENT ADVISOR REPRESENTATIVE START DATE OF YOUR RELATIONSHIP: 12/2021 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 100 HRS APRIO RISK MANAGEMENT, INVESTMENT-REALTED; SUMMIT BLVD, STE 120 ATLANTA GA 30319; INSURANCE AGENT; START DATE: 2025; SALES OF VARIOUS INSURANCE PRODUCTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-30
S63 Uniform Securities Agent State Law Examination 1997-07-10
  • S65 Uniform Investment Adviser Law Examination
    1999-12-30
  • S63 Uniform Securities Agent State Law Examination
    1997-07-10
Designations
  • Certified Financial Planner
Other Names
  • Srbo Radisavljevic
  • Srbo Radisauljevic
  • Srbo Radisauycvic
  • Srbo Radisavljevic

View on SEC IAPD

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