KM
KM

Kristin Maksimowicz

19 Years of Experience
Colorado Springs, CO
Broker

Kristin Maksimowicz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1229 Lake Plaza Drive, Colorado Springs, CO, 80906

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kristin owns Home Portraits by Kristin, where she draws home portraits. She dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2009 - Present · 16 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2008 - November 2008 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2008 - November 2008 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - April 2008 · 1 yr
Morgan Stanley & CO. Incorporated
April 2007 - April 2008 · 1 yr
Morgan Stanley
November 2005 - April 2007 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
October 2005 - April 2007 · 1 yr 6 mos
State Registrations2 states
CACO
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.