CRD: 317107
KPC Financial Solutions, LLC
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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2021
- Office Locations
- 2
Office Locations
About KPC Financial Solutions, LLC
KPC Financial Solutions is a Texas-based RIA focused on pre-retirees and retirees, building retirement portfolios through its "Retirement Blueprint" planning process. Services include financial planning, tax planning, estate/legacy planning coordination, insurance and annuity planning, and portfolio construction/asset allocation using mutual funds, ETFs, and fixed income. Led by authors Karin and Kevin Christ; works with Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Karin Lynn Christ
Chief Compliance Officer, Financial Advisor, Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
KEVIN PATRICK CHRIST
Founder, Managing Partner, President
- CRD
- #6487585
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Jay David Angotti
Investment Advisor Representative
- CRD
- #5890221
TODD JOSEPH RABALAIS
Owner
- CRD
- #4215780
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,975,949 | -- |
| Non-Discretionary | $538,490 | -- |
| Total | $75,514,439 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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