Broker Check

Existing Clients

How to view your account online and go paperless:

We appreciate the opportunity to work with you and help you work toward achieving your goals. The accounts we have opened are an important step in that process. Below you will find instructions to access your account information online and elect electronic delivery of notices, should you choose. As always, feel free to reach out if you have any questions on this or another topic.

Register for online access

  • Go to webpage: equitable.com
  • Click the “Sign in” link in the top right corner
  • Click the “Register Now” link
  • Select “Individual” and then “Life or Investments”
  • Enter your email, social security number, and date of birth
  • You will then create a username and password to access the site and view your accounts
  • You may be prompted to create security questions that will help reset forgotten passwords

Electronic Delivery of Notices (Paperless delivery), if desired

  • Log in to equitable.com with the username and password you created above
  • Set investment accounts to paperless
    • Click the “Accounts” link in the top left
    • In the dropdown options choose a SAM II or Brokerage Account
    • Click the “Statements” tab
    • Click the “Paperless Settings” link
    • Select “Go 100% Green”
    • Or select the accounts individually you would like to set up for paperless delivery
    • Scroll to bottom of page and save
    • Confirm all changes in Orange Text and mark the “I agree” box at the bottom and save

Set brokerage account literature (reports, prospectuses, etc.) to paperless

  • Go to www.icsdelivery.com/lpl
  • Enter the requested information (steps 1-8) in the “All Steps Are Required” box on the upper right
  • Click “Submit” on step 9
  • A confirmation screen will appear to confirm your election
  • A notice will be mailed to you including a confirmation code
  • Follow the directions on this notice to complete the process

These changes should be in effect within 1-2 mailing cycles

Our Team

Steven Flodder, CFP®, CLU®, ChFC®, CEP™

President

(281) 717-2150

StevenFlodder@FlodderFinancial.com

CERTIFIED FINANCIAL PLANNER TM professional (CFP®)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Certified Estate Planner (CEPTM)

Steve is responsible for holistic client strategy development and communications.

Prior to founding Flodder Financial Group, Steve spent 22 years with Amoco. With a Masters degree in Engineering, Steve began his career as a geophysicist and quickly moved into management. Over the next 20 years, Steve worked around the globe, ultimately rising to President of Amoco Mediterranean.

During his career as a senior manager, Steve developed expertise in planning and analysis. As the oil industry faced significant turmoil during the late 90’s, Steve decided to apply his acumen and experience to meeting the needs of individuals.

Kyle Flodder, CFP®, CLU®, ChFC®, AEP®, CEP

Managing Director Client Strategies

(281) 717-2160

KyleFlodder@FlodderFinancial.com

CERTIFIED FINANCIAL PLANNER TM professional (CFP®)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Accredited Estate Planner (AEP®)
Certified Estate Planner (CEP)

Kyle leads:
Development and implementation of retirement strategies
Client focused knowledge base:
Corporate Benefit Plans
Estate Planning Strategies
Social Security, Health Insurance, Medicare Strategies
Firmwide operational excellence

Prior to earning an MBA from the Harvard Business School, Kyle worked for the Boston Consulting Group, advising senior executives in areas including mergers and acquisitions, and corporate reorganization.

After Harvard, Kyle joined Ventana Medical Systems as a special projects manager reporting directly to the CEO and CFO.

Brett Flodder, CFA®

Managing Director Investment Strategies

(281) 717-2151

BrettFlodder@FlodderFinancial.com

Chartered Financial Analyst (CFA®)

“The CFA designation is regarded as the highest distinction in the investment management profession with a focus on a rigorous curriculum and strong ethical foundations.”(https://www.cfainstitute.org/en/programs/cfa/benefits accessed 7/17/2018)

Brett leads development of:
Global economic analysis
Portfolio design and real time evaluation
Security selection

He also works directly with clients on strategy implementation and is a CFA® Charterholder.

Prior to earning an MBA from the Harvard Business School, Brett worked as a restructuring consultant for FTI Consulting. At FTI, Brett advised executives in navigating the complex challenges created by the 2008-2010 recession.

After Harvard, Brett joined McKinsey & Co., advising executives from the Fortune 100® on strategy and operations, focusing primarily on the financial industry.

Rebecca Hollas

Senior Investment Operations Analyst

Rebecca leverages her years of industry experience towards implementation of client and firm level strategic initiatives.

Rebecca is a proven leader in designing, implementing, and leading scalable operations teams that support complex organizations and has over 15 years of industry experience in operations, trading, client service, and reliability. Rebecca holds a degree from the University of Houston.

Daniel Stoakes, CFP®, CLU®, ChFC®, CEP

Senior Manager Client Strategies

CERTIFIED FINANCIAL PLANNER TM professional (CFP®)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Certified Estate Planner (CEPTM)

Daniel utilizes a strong background in implementation and planning with a focus on pensions and defined benefit plans to support clients in aligning their strategies and actions.

Daniel developed a strong skill set working with clients, as a Financial planner prior to joining Flodder Financial Group. Daniel has earned a master’s degree in Business Analytics from the Cox School of Business at Southern Methodist University and holds Marketing, Finance, and Economics degrees from Northwood University.

Becky Norman, CFA®

Investment Operations Manager

Chartered Financial Analyst (CFA®)

“The CFA designation is regarded as the highest distinction in the investment management profession with a focus on a rigorous curriculum and strong ethical foundations.”(https://www.cfainstitute.org/en/programs/cfa/benefits accessed 7/17/2018)

Becky has a broad experience base including work with hedge funds, non-profits, and endowments. Becky has experience in Trading, Risk Management, Operations and Client Service. Becky utilizes her analytical abilities and experience to work in support of the investment management processes and decision making. Becky earned a degree in Finance from the Sam Houston State University.

Angelee Trom

Sr. Marketing and Operations Coordinator

Angelee works to support firm operations and marketing. Angelee utilizes her detail focused mindset to work in support of senior leadership accomplishing client needs.

Additionally, Angelee is responsible for the planning and execution of client focused events and activities.

Angelee holds a degree from Texas State University in Mass Communications with concentrations in Advertising and International Business.

Wyndolyn Tongee

Administrative Coordinator

Wyndolyn utilizes her skills and experience from 28 years of service with a multinational law firm to maintain office organization and effectiveness. Wyndolyn works closely with senior staff to assist clients with operational needs accurately and efficiently.

Emily Barfield

Administrative Coordinator

How to Refer a Friend or Co-worker to Flodder Financial Group

In an uncertain world it is tough to walk alone. Many people find us through the referral of a friend, loved one or co-worker. As you know someone who would benefit from our services we are ready to help.

It can be difficult for someone to reach out and ask for advice, if you know someone who would like an introduction, it is often easiest to send an e-mail to them and cc our firm at Contactus@FlodderFinancial.com. We will send an introduction and be ready to help.

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