President, Office of Supervisory Jurisdiction (OSJ) - Lewisville Headquarters
“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 live in Lewisville, Texas with their three sons. On weekends, they can be found boating in Cedar Creek Lake or at one of their sons’ many 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.
2020-2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2013-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in July 2022 based on data gathered between May 2021 and February 2022. 4,039 advisors were considered, 330 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 www.fivestarprofessional.com.
Kris is recognized as a Leaders Level advisor for 2021—a distinction based on annual production attained by just seven 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 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.
2015-2017 Best of D Magazine Top Wealth Managers in Dallas Award, created by D Magazine. The 2017 award was presented in January 2017 based on data gathered between January 2016 and December 2016. 50 firms were considered, 25 firms were recognized. Advisors do not pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.dmagazine.com.