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Brett F

CFA®, Series 66

Katy, TX

Equitable Advisors

Brett Flodder is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2013. He previously worked at Axa Advisors, LLC, and is a partner in Number 10 Autosport LLC, an LLC focused on owning specialty cars. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a broad network of advisers and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Steven F

Series 66, Series 65

Katy, TX

Equitable Advisors

Steven Flodder is a financial advisor with Equitable Advisors in Katy, TX, holding Series 66 and Series 65 licenses and possessing 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he has served as the former chairman of the board for the Katy Family YMCA’s family physical fitness program and is a co-owner of FFG Capital, an LLC involved in land development and leasing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to program models or discretionary managers through a network of Investment Adviser Representatives, using both proprietary and third-party investment programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Kyle F

CFP®, ChFC®, Series 66

Katy, TX

Equitable Advisors

Kyle Flodder is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Equitable Advisors since 2008, previously associated with AXA Advisors, LLC. Outside of his advisory role, he serves as Managing Director of Client Strategies at Flodder Financial Group, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Rebecca H

Series 66

Katy, TX

Equitable Advisors

Rebecca Hollas is a financial advisor with Equitable Advisors in Katy, TX, holding a Series 66 designation and eight years of industry experience. She previously worked at Chilton Capital Management for 12 years. Outside of advising, she serves as a power of attorney and executrix for family members and has involvement with an oil and gas mineral lease. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party sponsors and proprietary offerings, to meet diverse client needs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Rebecca N

Series 63, Series 66

Katy, TX

Equitable Advisors

Rebecca Norman is a financial advisor at Equitable Advisors with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TIAA before joining Equitable Advisors in 2020. She is also involved with Flodder Financial Group, a company she has been associated with since 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models to tailor strategies based on client risk tolerance and goals.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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