Kristine Denise Maxfield

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Sovereign Financial Group
  Salt Lake City, UT
• 06/2015 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 06/2015 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2000-02-17 → 2015-06-19
  Charles Schwab & Co., Inc.
  Salt Lake City, UT
  Cottonwood Heights, UT

Other Businesses

*SOVEREIGN FINANCIAL GROUP; SAME AS BRANCH; INV REL; RESIDENT PRODUCER INDIVIDUAL OF INSURANCE SALES; SR VP WEALTH ADVISOR; START DATE = 06/2015; HRS/MO = 8; TRADING HRS/MO = 8; RECOMMENDATION OF FIXED INSURANCE POLICIES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-27
• S63 Uniform Securities Agent State Law Examination
  1991-01-21

Other Names

• Kristine Zdunich
• Kristine Denise Zdunich
• Kris Zdunich
• Kristine Denise Ashby
• Kris Maxfield