Katy, TX Fm 1463 Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

5

Of 4,633 advisors across 966 offices

Location

2770 Fm 1463 #100

Katy TX 77494

Advisors at this office

5

Advisors at this office

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Brett F

CFA®, Series 66

Katy, TX

Equitable Advisors

Brett Flodder is a CFA® charterholder and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a partner in an LLC that owns specialty cars. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet diverse client needs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Steven F

Series 66, Series 65

Katy, TX

Equitable Advisors

Steven Flodder is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Equitable Advisors since 1999, following a tenure at AXA Advisors. Outside of his advisory role, he has served as chairman of the board for the Katy Family YMCA and is a co-owner of FFG Capital, involved in land development and leasing. Equitable Advisors serves a broad range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual SEC-registered investment adviser and broker-dealer model, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Kyle F

CFP®, ChFC®, Series 66

Katy, TX

Equitable Advisors

Kyle Flodder is a financial advisor with Equitable Advisors in Katy, TX, holding the CFP® and ChFC® designations along with a Series 66 license. He has 18 years of industry experience, having worked at Equitable Advisors and its predecessor AXA Advisors since 2008. Outside of his advisory role, he serves as Managing Director of Client Strategies at Flodder Financial Group, LLC, and is involved with a Medicare supplement business. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm emphasizes advisory and brokerage solutions through LPL-sponsored programs and endorsed third-party managers, managing a substantial portion of assets on a non-discretionary basis.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 seven years of industry experience. She previously worked at Chilton Capital Management for 12 years before joining Equitable Advisors and its predecessor firms in 2018. Outside of her advisory role, she serves as a power of attorney and executrix for family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizons.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Rebecca N

Series 63, Series 66

Katy, TX

Equitable Advisors

Rebecca Norman is a financial advisor with Equitable Advisors in Katy, TX, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked with Equitable Advisors since 2020 and previously spent four years at TIAA. Norman is also involved with Flodder Financial Group. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and provides a mix of discretionary and non-discretionary advisory services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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