Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®

President - Lewisville Headquarters

“My career passion is to help you reach a point where you feel 100% secure in knowing your financial matters are in order.”

Kris Maksimovich 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. Kris and his wife live in Lewisville, Texas with their three sons. On weekends, they can be found boating in Cedar Creek Lake or at one of their son’s sporting events.

In 2008, Kris formed Global Wealth Advisors (GWA) to meet independence from “in-house” products for clients who are typically seeking advanced solutions to complex financial situations. Whether a client’s goal is wealth preservation, asset protection, retirement income distribution, funding a college education, business succession, estate planning, or a combination of these, Kris provides cutting-edge financial planning strategies using his proprietary 3P Planning Approach©. Since it was founded, GWA has continued to thrive and expand with offices around Texas and Pennsylvania.

Kris attended the Southwest Missouri State University Bachelor of Science in Finance program and is an Accredited Investment Fiduciary®, Chartered Retirement Planning Counselor, Certified Plan Fiduciary Advisor®, Certified Retirement Counselor®, and has passed the CERTIFIED FINANCIAL PLANNER ™ certification exam. He also holds FINRA Series 7, 24, and 66 securities registrations with Commonwealth Financial Network®.

Before GWA, Kris provided retirement income and estate planning with Lincoln Financial Advisors, and financial planning at American Express Financial Advisors, where he was named National New Advisor of the Year.

Awards

Forbes Best In State 2024

2020-2022 & 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://bit.ly/3UXWbON.

Five-Star Wealth Manager
2013-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in July 2023 based on data gathered between October 2022 and May 2023. 4,274 advisors were considered, 336 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit fivestarprofessional.com.

Commonwealth Financial Network Chairman's Level
Kris is recognized as a Chairman’s Level Advisor for 2023—a distinction based on annual production attained by just four percent of financial advisors affiliated with Commonwealth Financial Network®.  Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps Global Wealth Advisors process investment transactions on their client’s behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level 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.

chartered retirement planning counselor accredited investment fiduciary DEPC Logo    association financial planning     CMT Association logo

 

The Lewisville office is located at:
4400 State Hwy 121, Suite 200, Lewisville, TX 75056 - Phone: (972) 930-1238 Email: info@gwadvisors.net

 

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