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Michael Patrick Petrosky

PCG WEALTH MANAGEMENT

Louisville, KY

·CRD# 5136795·20 years registered

About Michael

Disclosures

Contact

Videos & Posts

Professional Background

Firm Detail

Other Business Activities

More

Professional Summary

Michael Patrick Petrosky, who also goes by Michael Petrosky, is a registered financial advisor currently at PCG WEALTH MANAGEMENT located in Louisville, Kentucky and LPL FINANCIAL LLC located in Louisville, Kentucky. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Petrosky

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

20 years registered in the securities industry

Current & Past Employments

Current

PCG WEALTH MANAGEMENTCurrent·CRD# 290977

RIA

3832 Taylorsville Road Suite 1, Louisville, KY 40220

September 22, 2021 - Present

LPL FINANCIAL LLCCurrent·CRD# 6413

RIA

BD

3832 Taylorsville Rd Ste 1, Louisville, KY 40220

July 26, 2018 - Present

Past

LPL FINANCIAL LLCPast·CRD# 6413

RIA

Louisville, KY

July 26, 2018 - February 24, 2022

WADDELL & REEDPast·CRD# 866

RIA

Louisville, KY

August 7, 2006 - August 3, 2018

WADDELL & REEDPast·CRD# 866

BD

Louisville, KY

June 16, 2006 - August 3, 2018

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Current Firm

PW

PCG WEALTH MANAGEMENT

LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS

CRD#: 290977 / SEC#: 801-112183

RIA

Registered Investment Advisory firm - SEC (12/15/2017 Approved)

Contact Information

Main Address

5700 W. 112th Street, Suite 120, Overland Park, KS 66211

Phone Number

(913) 323-3112

# of Employees

24

SEC notice filing (23 States and Territories)

Registered to provide investment advisory services in 23 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PCG WEALTH ADVISORS - DISCLOSURE BROCHURE (2/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,710

AUM (Assets Under Management)

$931,127,284

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 7/26/2018 - Limestone Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 7/26/2018 - No Business Name - Investment Related - 4606 Southern Pkwy Louisville, KY 40214 - Real Estate Rental - Owner/Landlord - Time Spent 1%. 3. 7/26/2018 - Petrosky Apartments LLC - Investment Related - Home Based & Louisville, KY 40214 - Real Estate Rental - President/Landlord - Started 04/01/2015 - Time Spent 10%. 4. 7/26/2018 - No Business Name - Investment Related - Home Based - Non-Variable Insurance - Agent - Stated 09/01/2006 - 8 Hours Per Month/2 Hours During Securities Trading - Time Spent 20% - Term, fixed annuity, LTC 5. 7/26/2018 - Michael P Petrosky, PLLC - Investment Related - Louisville, KY - Business Entity For Tax/Investment Purposes Only - Started 01/01/2012 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - Business entity. 6. 10/15/2018 - CRUMP, ASSOCIATES OF CLIFTON PARK - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:10/03/2018 - 5 Hours Per Month/5 Hours During Trading. 7. 9/23/2021 - PCG Wealth Advisors, LLC - DBA: LIMESTONE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 09/23/2021 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 9/23/2021 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/23/2021 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 10/28/2022 - PETROSKY MARINE LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 08/02/2022 - 0 Hours Per Month/0 Hours During Securities Trading.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PW

PCG WEALTH MANAGEMENT

LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS

CRD#: 290977 / SEC#: 801-112183

RIA

Registered Investment Advisory firm - SEC (12/15/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(8/7/2018)

RR

Colorado
(8/6/2025)

RR

Florida
(1/24/2020)

RR

Georgia
(8/22/2018)

RR

Hawaii
(7/26/2018)

RR

Illinois
(9/8/2020)

RR

Indiana
(7/26/2018)

RR

Kentucky
(7/26/2018)

IAR

Kentucky
(9/22/2021)

RR

Maryland
(7/26/2018)

RR

Massachusetts
(4/1/2019)

RR

Minnesota
(8/22/2018)

RR

Missouri
(9/8/2020)

RR

Nevada
(7/26/2018)

RR

New York
(10/19/2026)

RR

North Carolina
(5/6/2019)

RR

Ohio
(7/26/2018)

RR

Pennsylvania
(9/10/2021)

RR

South Carolina
(6/3/2019)

RR

Texas
(12/22/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2006About the Series 7 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Petrosky's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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