Kris Tulane Maksimovich

Merit Financial Advisors

25 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching

Merit Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

222 advisors

Number of Clients

14,417 clients

Average Client Portfolio

$734K average

Assets Under Management

$10.6B

Fee Structure

Location

4400 State Highway 121, Suite 200, Lewisville, TX, 75056

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2011

Denied

Criminal

December 1995

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kris is an insurance agent selling fixed insurance products since 2007, and is also involved in various entities related to securities, advisory, and insurance businesses, taking up a significant portion of his time. Kris also co-owns a human resource management company and owns a real estate entity.