Kevin P. Christ

KPC FINANCIAL SOLUTIONS

GRAPEVINE, TX 76051

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CRD#: 6487585

Professional summary

Kevin Patrick Christ, who also goes by Kevin Christ, is a registered financial advisor currently at KPC FINANCIAL SOLUTIONS, LLC located in Grapevine, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kevin has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Christ

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) KPC FINANCIAL SOLUTIONS; YES INVESTMENT RELATED; hanged our primary business address. The new address is: 1701 W. Northwest Hwy, Suite 100, Grapevine, TX 7605; INSURANCE SALES; OWNER; START DATE 11/2016; APPROX 160 HR/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. I am an independent insurance agent, contracted with multiple carriers. Almost all of the commissions are upfront, by the carriers, upon payment of initial premium.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Patrick Christ's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 25, 2021 - Present

KPC FINANCIAL SOLUTIONS, LLC

Office #1: 1701 W. Northwest Hwy Suite 100, Grapevine, TX 76051

RIA

CRD#: 317107

GRAPEVINE, TX

Past

March 1, 2019 - February 4, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

PALM BEACH GARDENS, FL

Past

May 12, 2015 - March 1, 2019

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Lewisville, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/25/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/29/2015

Uniform Investment Adviser Law Examination

Current Firm

KPC FINANCIAL SOLUTIONS, LLC

KPC FINANCIAL SOLUTIONS LLC | KPC FINANCIAL SOLUTIONS, LLC

CRD#: 317107 / SEC#:

Texas

Registered Investment Advisory firm - (10/23/2021 Approved)

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Contact information

Main Address

1701 W. Northwest Hwy Suite 100, Grapevine, TX 76051

Mailing Address

Phone number

(877) 572-7526

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	747
AUM (Assets Under Management)	$ 59,731,554

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin P. Christ

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Patrick Christ's CRS (Customer Relationship Summary).

Certified licenses

Experience

KPC FINANCIAL SOLUTIONS, LLC

AE WEALTH MANAGEMENT, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2015

Current Firm

KPC FINANCIAL SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KPC FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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