Kris Maksimovich, AIF®, CRPC® Back

President, Office of Supervisory Jurisdiction (OSJ) - Dallas Main Office

“My career passion is to help you reach a point that 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. 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 2000 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.

Awards

5 Star Wealth Manager Award

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 2019 less than 3 percent of wealth managers in Dallas, Texas, have been named to the list. *

 

Recognized as a Leaders Level advisor for 2018—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.  Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders 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.

Memberships

 

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Click Here to view Paladin’s research report for this professional or firm.

 

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*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,899 Dallas-Fort Worth wealth managers wealth managers were considered for the award; 393 (10 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 3,851 considered, 338 winners; 2017: 2,730 considered, 382 winners; 2016: 2,471 considered, 678 winners; 2015: 2,862 considered, 684 winners; 2014: 5,080 considered, 621 winners; 2013: 3,834 considered, 698 winners. These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.