KP
Kyle Pledger
CETERA PLANNING PARTNERS
Houston, TX 77058
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CRD#: 6627112
KP
Kyle PledgerCETERA PLANNING PARTNERS
Professional summary
Kyle Pledger is a registered financial advisor currently at CETERA PLANNING PARTNERS located in Houston, Texas and CETERA WEALTH SERVICES, LLC located in Houston, Texas.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Kyle has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INTEGRATED TAX AND WEALTH STRATEGIES POSITION: Financial Analyst NATURE: This is a marketing name for financial services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/14/2023 ADDRESS: 2707 W Baker Rd, Baytown TX 775212221, United States DESCRIPTION: Financial Analyst. Trading, portfolio management and financial planning. 2) BCOR ADMINISTRATIVE SERVICES, LLC POSITION: Associate Financial Planner NATURE: Financial Planning 60 % Financial plan creation including inputting base facts and assumptions and building advanced plan scenarios. Responsible for assigned household relationships and delivering client service expectations. Effectively communicate financial concepts to clients and make suitable recommendations.Reporting and Analysis 20 % Performs various research tasks pertaining to client or advisor requests. Internal management of planning software to link new accounts, update insurance policies, and make other administrative changes. Updates CRM (Client Relationship Management) database with client meeting notes and activity.Relationship Management 20 % Provide clients with excellent experience and facilitate client retention by building strong relationships. Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up. Assist or conduct client meetings with lead FPC. Performs other duties as assigned by manager. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 2707 W Baker Rd, Baytown TX 775212221, United States DESCRIPTION: Financial Planning 60 % Financial plan creation including inputting base facts and assumptions and building advanced plan scenarios. Responsible for assigned household relationships and delivering client service expectations. Effectively communicate financial concepts to clients and make suitable recommendations.Reporting and Analysis 20 % Performs various research tasks pertaining to client or advisor requests. Internal management of planning software to link new accounts, update insurance policies, and make other administrative changes. Updates CRM (Client Relationship Management) database with client meeting notes and activity.Relationship Management 20 % Provide clients with excellent experience and facilitate client retention by building strong relationships. Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up. Assist or conduct client meetings with lead FPC. Performs other duties as assigned by manager. 3)Davis & Associates CPA Firm; Other; Other; NIR; 60; 01/01/2016; 717 Cedar Bayou Road Baytown TX 77520; Provides support for the main advisor, helps with Vest/Vision plan and research
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Pledger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 29, 2026 - Present
CETERA PLANNING PARTNERS
Office #1: 16850 Royal Crest Drive, Houston, TX 77058Office #2: 2707 W Baker Rd, Baytown, TX 77521RIA
CRD#: 129625
Houston, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 16850 Royal Crest Drive, Houston, TX 77058Office #2: 2707 W Baker Rd, Baytown, TX 77521BD
CRD#: 13572
Houston, TX
Past
September 13, 2024 - September 29, 2026
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
Baytown, TX
Past
April 21, 2017 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Houston, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CETERA PLANNING PARTNERS
CETERA PLANNING PARTNERS | THE RETIREMENT PLANNING GROUP, LLC | THE RETIREMENT PLANNING GROUP, INC.
CRD#: 129625 / SEC#: 801-62655
RIA
Registered Investment Advisory firm - (1/16/2004 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Texas(9/5/2025)
IAR
Texas(9/29/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CETERA PLANNING PARTNERS
CETERA PLANNING PARTNERS | THE RETIREMENT PLANNING GROUP, LLC | THE RETIREMENT PLANNING GROUP, INC.
CRD#: 129625 / SEC#: 801-62655
RIA
Registered Investment Advisory firm - (1/16/2004 Approved)Loading...
Contact information
Main Address
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211
Mailing Address
Phone number
(913) 498-8898
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,107 |
| AUM (Assets Under Management) | $ 4,164,758,846 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/19/2026 | ||
| 11/24/2025 | ||
| 08/08/2024 | ||
| 11/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
