Kris Maksimovich

AIF®, CRPC®
Retirement, Investing, Small Business
6
Answers
11
Articles
“With over 15 years of financial experience, Kris Maksimovich is dedicated to helping his clients reach their objectives through comprehensive wealth management and financial planning.”
Firm:

Global Wealth Advisors

Job Title:

President, Office of Supervisory Jurisdiction (OSJ)

Biography:

Kris was born and raised in St. Louis, Missouri where he graduated from Oakville Sr. High School. Though calling the Dallas area home since 1999, he remains a die-hard St. Louis Cardinals fan. He and his wife Dana currently live in Lewisville, Texas with their sons, Brayden, Nik, and AJ. On weekends, they can be found boating in Cedar Creek Lake or at one of the boys' many sporting events.

Kris formed Global Wealth Advisors (GWA) in 2008 to meet independence from “in-house” products for his clients, who are typically seeking advanced solutions to complex financial situations. Whether a client’s goal is wealth preservation, asset protection, retirement income distribution, college education funding, business succession, estate planning or a combination of these, Kris provides cutting-edge strategies.

Prior to GWA he provided retirement income and estate planning at Lincoln Financial Advisors and financial planning at American Express Financial Advisors, where he was awarded the National New Advisor of the Year Award.

Kris is a Chartered Retirement Planning Counselor™ (CRPC®). He has also passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification exam and is an Accredited Investment Fiduciary® (AIF®). He has FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network® and is also a graduate of Southwest Missouri State University with a Bachelor of Science in Finance.

Kris is a multi-year recipient of the FIVE STAR Wealth Manager award. FIVE STAR Wealth Managers are selected by their peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients in the market region. In 2016 less than 3 percent of wealth managers in Dallas, Texas, have been named to the list.

 Kris is also proud to have been recognized as a President's Club advisor in 2017—a distinction based on annual production attained by 22 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Education:

Bachelor of Science in Finance, Southwest Missouri State University

Assets Under Management:

$280 million

Fee Structure:

Fixed

CRD Number:

4185617

Insurance License:

#TX1063064, MO240967

Disclaimer:

This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NM, NY, OK, PA, SC, TN, TX, VA, WA, WY.

No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank / financial institution, and are subject to risks, including possible loss of the principal invested.

Securities offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Advisor. Advisory services offered through Global Wealth Advisors are separate and unrelated to Commonwealth.

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