Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc®

Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc® Email and Phone Number

President and financial planning leader for Global Wealth Advisors who helps people feel secure about reaching their financial goals. @ Global Wealth Advisors
Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc®'s Location
Dallas-Fort Worth Metroplex, United States, United States
Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc®'s Contact Details

Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc® work email

Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc® personal email

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About Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc®

𝙔𝙤𝙪𝙧 𝙡𝙞𝙛𝙚 𝙞𝙨 𝙘𝙤𝙢𝙥𝙡𝙞𝙘𝙖𝙩𝙚𝙙 𝙚𝙣𝙤𝙪𝙜𝙝, 𝙮𝙤𝙪𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙥𝙡𝙖𝙣𝙣𝙞𝙣𝙜 𝙨𝙝𝙤𝙪𝙡𝙙𝙣'𝙩 𝙗𝙚My career passion is to help you feel secure in knowing your financial matters are in order. I formed GWA in 2008 to help clients who seek advanced solutions to complex financial situations. Whether your goal is wealth preservation, asset protection, retirement income distribution, college funding, business succession, estate planning, or a combination of these, GWA provides cutting-edge knowledge, strategies, and tools.𝘼𝙗𝙤𝙪𝙩 𝙂𝙒𝘼Global Wealth Advisors is an independent financial planning and investment management firm. We help people reach their goals by never losing sight of our planning strategy and process. As independent financial advisors, we offer our clients the resources and flexibility to simplify their financial life and help them reach their objectives. An important part of GWA’s 3P Approach© to planning is working with our clients’ other trusted advisors like CPAs, insurance agents, and attorneys, in a collaborative “team” effort. Like fitting a puzzle together, we help clients put the pieces of their financial life together so they feel secure in knowing their financial matters are in order. We can be reached at (888) 878-0093 with locations in Texas and Pennsylvania.𝗗𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org / www.SIPC.org, a registered investment advisor. Fixed insurance products and services, and additional advisory services offered by Global Wealth Advisors 4400 State Hwy 121, Suite 200, Lewisville, TX 75056, a registered investment advisor, are separate and unrelated to Commonwealth. Please review our Terms of Use here: www.commonwealth.com/termsofuse.htmlThe Financial Advisor(s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc®'s Current Company Details
Global Wealth Advisors

Global Wealth Advisors

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President and financial planning leader for Global Wealth Advisors who helps people feel secure about reaching their financial goals.
Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc® Work Experience Details
  • Global Wealth Advisors
    President
    Global Wealth Advisors Apr 2008 - Present
    Lewisville, Texas, Us
    I know what it’s like to watch a loved one lose nearly their entire retirement. It served as a pivotal moment in my life and imprinted in me the desire to become a financial advisor. I have always believed that being an advisor is more than just about money. It’s about forming and nurturing relationships and helping people achieve their dreams.As president and founder of Global Wealth Advisors, I facilitate the organization as a trusted financial planning and comprehensive wealth management firm focused on helping you reach your goals. Under my leadership, GWA has experienced measurable growth as people like you find confidence in our knowledge and select us to be their advisors of choice.I lead a team of highly skilled and educated professionals who share my vision for excellence in how we treat our clients. Our 3P Approach enables us to “Plan” a roadmap, especially for your goals, partner with your other trusted advisors as a cohesive team to help you “Prosper” as you meet your goals as quickly as possible, and “Protect” your dreams by helping avoid natural tendencies to let fear and cognitive biases guide their decisions.I have a pulse on the latest news and information and have been published in multiple national media outlets. I’ve written dozens of articles and newsletters dedicated to helping you reach your objectives. My specialties include financial planning, wealth management, estate planning, asset allocation, investment planning, retirement planning, income tax planning, employee benefits planning, buy-sell and succession planning, business planning, and insurance planning. Find out more at: www.gwadvisors.net
  • Lincoln Financial Advisors
    Financial Advisor
    Lincoln Financial Advisors Apr 2001 - Apr 2008
    Philadelphia, Pennsylvania, Us
    Financial advisor specializing in comprehensive fee-based financial planning.
  • American Express Financial Advisors
    Financial Advisor
    American Express Financial Advisors Apr 2000 - Apr 2001
    Us
    Financial advisor specializing in comprehensive financial planning.

Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc® Skills

Wealth Transfer Wealth Preservation Retirement Planning Insurance Planning Financial Planning Estate Planning Business Planning Strategic Financial Planning Financial Planners Wealth Management Services Wealth Fixed Annuities Life Insurance Insurance Wealth Accumulation 401k Investments Long Term Care Insurance Securities Iras Alternative Investments Asset Allocation Asset Management Certified Financial Planner Disability Insurance Etfs Employee Benefits Equities Finra Finance Financial Advisory Financial Services High Net Worth Individuals Investment Advisory Investment Management Investment Strategies Long Term Care Mutual Funds Pensions Personal Financial Planning Portfolio Management Retirement Series 24 Wealth Management Series 7 Series 63 Series 6 Personal Finance Fixed Income

Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc® Education Details

  • Missouri State University
    Missouri State University
    Finance
  • Oakville High School
    Oakville High School

Frequently Asked Questions about Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc®

What company does Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc® work for?

Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc® works for Global Wealth Advisors

What is Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc®'s role at the current company?

Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc®'s current role is President and financial planning leader for Global Wealth Advisors who helps people feel secure about reaching their financial goals..

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What schools did Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc® attend?

Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc® attended Missouri State University, Oakville High School.

What are some of Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc®'s interests?

Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc® has interest in Animal Welfare, Children.

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Kris Maksimovich, Aif®, Crpc®, Cpfa®, Crc® has skills like Wealth Transfer, Wealth Preservation, Retirement Planning, Insurance Planning, Financial Planning, Estate Planning, Business Planning, Strategic Financial Planning, Financial Planners, Wealth Management Services, Wealth, Fixed Annuities.

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