Professional Profile:
Kyle A. Todd, CEO and Office of Supervisory Jurisdiction for Wallstreet Texas, became a financial advisor in 1995 and has over 25 years in the financial service and insurance industry. He earned a B.B.A. at Baylor University in 1985. In Texas Monthly magazine, Kyle has received the Five Star Wealth Manager Award for 2012,2013,2015,2016,2017,2018, 2020 and 2021*.
Kyle is very active in the community, serving as tournament director for the Port Mansfield Invitational fishing tournament for the past 14 years as well as a Board member of Karl Young College Baseball League.
Prior to starting his career as a financial advisor, Kyle played professional baseball for three years with the Pittsburgh Pirates and one year with the Houston Astros. With the complexities of playing professional baseball, Kyle decided to change his long-term focus to the financial business world. In 1989 he began his financial career with one of the country’s largest accounting firms. In February 2001, he became the Founder/CEO of Wallstreet Texas and received his Series 24 registration.
Professional Licenses:
Securities: Series 7, 63, 65, and 24, registered through LPL Financial
Insurance: Group 1 - Life and Health
Education:
BBA - Baylor University
University of Houston Post Baccalaureate (Accounting major)
Community Involvement:
Board of Directors - Karl Young College Baseball
PMI Fishing Tournament Director
Dover Club - Member
Coastal Conservation Association (CCA)
Email:
* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2015, 2016, 2017, 2018, 2019, 2020 Five Star Wealth Managers.