
Kris Maksimovich, AIF®, CRPC®, CRC®
Kris Maksimovich helps people find advanced solutions to complex financial situations. He formed Global Wealth Advisors to meet independence from in-house products using a proprietary 3P Approach© to planning. Whether the goal is wealth preservation, asset protection, retirement income, college funding, business succession, estate planning or a combination, he helps people put the pieces of their financial puzzle together.
Kris is an Accredited Investment Fiduciary®, Chartered Retirement Planning Counselor™, Certified Retirement Counselor®, and holds a BS in Finance from Southwest Missouri State University. Since Global Wealth Advisors was formed in 2008, the firm has continued to expand with offices around the country.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered through Global Wealth Advisors are separate and unrelated to Commonwealth.
Phone: 972.930.1238 | Email: info@gwadvisors.net | Website: www.gwadvisors.net/ | Facebook: www.facebook.com/gwadvisors/ | LinkedIn: www.linkedin.com/company/gwadvisors/

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