Todd Joseph Rabalais

Employer firm

Kpc Financial Solutions, LLC CRD 317107

$75.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → Present
  Innovative Estate Management, Llc
  Dallas, TX
• 05/2016 → 04/2017
  Total Advisor Network, Llc
  Spokane, TX
• 04/2017 → 02/2022
  Ae Wealth Management, Llc
  Topeka, KS
• 02/2022 → Present
  Kpc Financial Solutions Llc
  Grapevine, TX

Previous Registrations

• 2017-04-17 → 2022-01-14
  Ae Wealth Management, Llc
  Dallas, TX
• 2016-07-18 → 2017-04-17
  Columbia Advisory Partners, Llc
  Dallas, TX
  Spokane, WA
• 2008-05-12 → 2015-07-24
  Peak American Investment Advisors, Inc.
  Allen, TX
  Plano, TX

Other Businesses

the name of the other business: Same as Adviser; whether the business is investment-related: No; the address of the other business: Same as Adviser; the nature of the other business: Insurance sales (IEM is not a registered insurance company, just the name under which business is conducted); your position: salesperson selling Life, Acc., Health & Health insurance through appointments with various insurance companies; title, or relationship with the other business: Sales; the start date of your relationship: 2006; approximate number of hours/month you devote to the other business: varies; number of hours you devote to the other business during securities trading hours: varies; briefly describe your duties relating to the other business: sell Life, Acc., Health & Health insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-10

Other Names

• Todd J Rabalais