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John Patrick Petrie

Aspiriant, LLC

Pewaukee, WI

Los Angeles, CA

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Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-04
WI RA APPROVED 2012-07-09
  • TX RA
    APPROVED
    Since 2021-06-04
  • WI RA
    APPROVED
    Since 2012-07-09

Branch Locations

N19W24200 Riverwood Dr Suite 320, Pewaukee, WI 53188 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspiriant, Llc San Francisco CA 07/2012 01/2019
Aspiriant, Llc Milwaukee WI 02/2019 03/2020
Aspiriant, Llc Milwaukee WI 03/2020 06/2025
Aspiriant, Llc Milkwaukee WI 07/2025 Present
Previous Registrations
  • 2010-10-07 → 2012-07-09
    Aspiriant Investment Advisors, Llc
    Milwaukee, WI
    Milwaukee, WI
  • 2003-05-28 → 2010-10-08
    Deloitte Investment Advisors Llc
    Cincinnati, OH
    Milwaukee, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-01-27
S65 Uniform Investment Adviser Law Examination 1997-05-15
  • S63 Uniform Securities Agent State Law Examination
    2003-01-27
  • S65 Uniform Investment Adviser Law Examination
    1997-05-15
Designations
Other Names
  • John Petrie

View on SEC IAPD

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OSAIC WEALTH, INC.
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Other Investors

GREGORY NEBEL
MATTHEW WINTERS
DREW ALAN HEBBE
MARK ANDREW SMITH
KIERAN MICHAEL BIENEMAN
Susan Jakoblich
James Thomas Fitzgerald
JOHN MICHAEL FITZGERALD

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PEWAUKEE, WI
PARK AVENUE SECURITIES LLC · PEWAUKEE, WI
LASALLE INVESTMENT ADVISORS, INC. · PEWAUKEE, WI
MADISON PARTNERS · Pewaukee, WI
THRIVENT INVESTMENT MANAGEMENT INC. · PEWAUKEE, WI
OSAIC WEALTH, INC. · PEWAUKEE, WI
EDWARD JONES · PEWAUKEE, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Pewaukee, WI

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