A complete list of active advisors currently associated with KPC Financial Solutions, LLC

Warmer can help you find a great advisor at KPC Financial Solutions, LLC or one who fits your needs even better.

KPC Financial Solutions LLC provides ongoing portfolio management and financial planning to individual clients, including those identified as high-net-worth, through tailored Investment Policy Statements and discretionary portfolio implementation. Services noted in the brochure include asset allocation, asset selection, regular portfolio monitoring, and financial planning that can address investment, insurance, tax, and retirement issues. The firm’s investment approach combines modern portfolio theory and quantitative analysis to construct diversified portfolios using mutual funds, ETFs (including precious-metal ETFs), equities, fixed income and annuities, and it employs both long‑ and short‑term trading within client risk profiles. KPCFSLLC documents client risk tolerance in an IPS, requires discretionary trading authority to implement strategies, and conducts at least monthly reviews with custodial reporting provided to clients. KPCFSLLC discloses several features that distinguish it from many peers: it participates as a wrap fee program sponsor, and its supervised persons include licensed insurance agents who may offer commissionable insurance products, while a firm principal also practices accounting and may provide related services — conflicts and compensation arrangements are disclosed in the brochure. The firm also requires use of a specific custodian, does not aggregate block trades for multiple clients, and operates with a small advisory team managing roughly $75 million in discretionary assets across a large client base.

To learn more about the advisors currently working at KPC Financial Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse KPC Financial Solutions, LLC's office locations.

Name	Location	Years of experience
Kevin Christ	Southlake, TX	11
Todd Rabalais	Dallas, TX	17

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