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Kevin Patrick Christ

KPC FINANCIAL SOLUTIONS
SOUTHLAKE, TX
·CRD# 6487585·11 years experience

Professional Summary

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

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kevin Christ

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

KPC FINANCIAL SOLUTIONS, LLC·CRD# 317107
RIA
300 Morrison Park Drive Suite 130, Southlake, TX 76092
October 25, 2021 - Present
AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
Palm Beach Gardens, FL
March 1, 2019 - February 4, 2022
BROOKSTONE CAPITAL MANAGEMENT LLC·CRD# 141413
RIA
Lewisville, TX
May 12, 2015 - March 1, 2019

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Current Firm

KF
KPC FINANCIAL SOLUTIONS, LLC

KPC FINANCIAL SOLUTIONS LLC | KPC FINANCIAL SOLUTIONS, LLC

CRD#: 317107
Texas
Registered Investment Advisory firm - Texas (10/23/2021 Approved)

Contact Information

Main Address

300 Morrison Park Drive Suite 130, Southlake, TX 76092

Phone Number

(877) 572-7526

# of Employees

8

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

777

AUM (Assets Under Management)

$75,514,439

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2015About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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