Adviser and broker representative · Ameritas Advisory Services, LLC
Kristine D. Maxfield
CRD 2103049 · Salt Lake City, UT
At a glance
Kristine D. Maxfield is an investment adviser representative with Ameritas Advisory Services, LLC in Salt Lake City, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kristine’s SEC record dates to 2000, about 26 years ago. Kristine is also registered as a broker representative.
Current advisory firm
- Ameritas Advisory Services, LLCSince November 2021Salt Lake City, UT · $14B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kristine’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.