Osaic Wealth
44yrs
Top advisor by experience in Katy
18yrs
Kyle S. Flodder
Financial advisor at Equitable Advisors
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 66% of advisors in Katy
Office2770 FM 1463 #100, Katy, TX 77494
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2008 – nowEquitable Advisors, LLCCurrent firm
Questions to ask Kyle
Tailored to Kyle’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kyle
How do I contact Kyle?
Call Equitable Advisors at 212-314-4600 and ask for Kyle S. Flodder. Kyle works from the Katy, TX office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2008, about 18 years. More experience than 66% of advisors in Katy.
What licenses does Kyle hold?
Series 66. Tap any license on this page to see what it allows.
Is Kyle a fiduciary?
Kyle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kyle paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Kyle for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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