Cetera Investment Advisers
30yrs
Top advisor by experience in Baytown
9yrs
Kyle Pledger
Financial advisor at Cetera Planning Partners
Kyle Pledger is a fiduciary financial advisor in Baytown, Texas, with 9 years in the industry. After two years at Avantax Planning Partners, Kyle joined Cetera Planning Partners in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Kyle holds the CFP® designation.
One of 36 advisors with offices in Baytown, and one of 36 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office2707 W Baker Rd, Baytown, TX 77521
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$848,315
Advisors at the firm191
States licensed ?1 state
Services through Cetera Planning Partners
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowCetera Planning PartnersCurrent firm
- 2024 – 2026Avantax Planning Partners, Inc.Previously
Contact Kyle
(913) 498-8898Firm headquarters in Leawood, KS. Ask for Kyle. 2707 W Baker RdBaytown, TX 77521Office · Get directions LinkedIn pageCetera Planning Partners
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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?
- 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
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About Kyle
How do I contact Kyle?
Call Cetera Planning Partners at (913) 498-8898 and ask for Kyle Pledger. Kyle works from the Baytown, TX office.
How long has Kyle been a financial advisor?
Kyle has been in the industry since 2017, about 9 years. 9 years in the industry.
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?
Cetera Planning Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Kyle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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