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Kevin Carrasco

Advisor at KMC Wealth Management, LLC

Updated today

Location

Kenedy, TX 78119

Credentials

Series 63, Series 66

Industry experience

20 years

About

Kevin Carrasco is a financial advisor with KMC Wealth Management, LLC in San Antonio, TX. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at AINN Holdings, LLC, Kmc Capital Management, and Great Expectations, LP. Carrasco also serves as a board member for several nonprofit organizations, including Family Life Works, The San Antonio Family Foundation, and Natural Womanhood. KMC Wealth Management provides investment advisory, portfolio management, and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, corporate pension and profit-sharing plans, and small businesses. The firm’s investment process incorporates fundamental and technical analysis alongside modern portfolio theory and offers alternative strategies such as commodity trading and private real-estate investment management.

Client services

Based on KMC Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on KMC Wealth Management, LLC

Private / alternative investments Business exit / sale strategy Business succession planning Long-term care insurance

Occupation focus

Based on KMC Wealth Management, LLC

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $1,000,000: 1.50% (Equities) $1,000,000 - $5,000,000: 1.25% (Equities) $5,000,001 - $10,000,000: 1.00% (Equities) $10,000,001 - $50,000,000: 0.75% (Equities) $50,000,001 - $100,000,000: 0.60% (Equities) $100,000,001+: 0.50% (Equities) $0 - $1,000,000: 1.00% (Fixed Income) $1,000,001 - $5,000,000: 0.75% (Fixed Income) $5,000,001 - $10,000,000: 0.60% (Fixed Income) $10,000,001 - $50,000,000: 0.50% (Fixed Income) $50,000,001 - $100,000,000: 0.40% (Fixed Income)

Commissions

Commission from sale of insurance products; usual and customary commissions received

Project-based

Financial planning at $350 per hour

Performance-based

25% of asset growth on Alternative Investments, Equities, and Cash Management accounts, charged monthly

Other

Minimum fee: Minimum quarterly fee of $750, negotiable under certain circumstances Fee-only: Financial planning fees charged at $350 per hour, negotiable, typically $1,050-$5,000 per plan

Location

219 W Main

Kenedy, TX 78119

Most active in

Texas

Work history

AINN Holdings, LLC

2018 - Present (8 years)

Kmc Capital Management

2013 - Present (13 years)

Great Expectations, Lp

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew S

Series 65

Falls City, TX

Dynamic

Andrew Sekula is a financial advisor at Dynamic with a Series 65 designation and no prior advisory industry experience. He also works full-time as a tax advisor and accountant with Craig Nieschwietz, PLLC. Prior to his current roles, he held positions at EOG Resources and Brehm, Havel & Company, LLP. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory support services. The firm emphasizes a long-term, client-specific investment process and provides notable support for other advisers through technology, operational assistance, and sub-advisory services.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
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Craig N

Series 66

Falls City, TX

Dynamic

Craig Nieschwietz is a financial advisor with Dynamic who holds a Series 66 designation and has 14 years of industry experience. His career includes roles at Brehm, Havel & Company, LLP, Kmc Capital Management, and his own CPA practice, Craig Nieschwietz PLLC. In addition to his advisory work, he manages a CPA practice. Dynamic serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement plan services. The firm emphasizes a long-term, client-specific approach and provides support to other advisers through technology, compliance, and research resources.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
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Corie T

Series 66

Kenedy, TX

Ameriprise

Corie Tielke is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, Tielke was involved with Karnes City Auction, Inc. for 12 years. Outside of advising, Tielke co-owns several agricultural and ranch-related businesses in Texas, including Sweet T Cattle Company and Iron T Land & Livestock, LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, offering comprehensive recommendation reports that integrate Social Security strategies, tax-efficient withdrawals, and asset bucketing. The firm combines algorithmic tools with advisory oversight and serves a broad client base through advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Anton D

Series 63

Falls City, TX

Ameriprise

Anton Dziuk is a financial advisor with Ameriprise in Falls City, TX, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves on the boards of Commerce Bank Texas and the Falls City Education Foundation, and is involved in family ranch hunting operations through a management LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies, delivering non-discretionary recommendations in collaboration with advisors like Dziuk, and provides a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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