Kyle Treadwell Prudential Advisors

TEAM Chapter: las-colinas

Title: Financial Planner

Industry: Financial Planner

Business Description

Focusing on Values and Goals, I help you create a roadmap for your finances. Whether you are planning your retirement, selling your business, or trying to create a work-optional lifestyle, I serve as your guide in an ever-changing landscape. Financial services for individuals and business owners

Year Business Was Founded


Previous Business Experience

After teaching music at the high school and university level for 15 years, I left to pursue a career in financial services. I spent 8 years with my previous firm, building a profitable book of business. In 2022, I left to join Prudential to focus on holistic financial planning in a way my previous firm was not equipped to do.

What Sets Your Business Apart?

In an industry like this, everyone offers very similar solutions. I out care my competition. No one is going to work harder or care more for you and your family than I will.

What are Some Keywords that Represent Your Business?

Who is Your Ideal Client?

My ideal client is a business owner looking to sell their business in the next five years, or a senior executive where there is some complexity in their compensation or exit package.

Professional Affiliations

Accredited Asset Management Specialist designation from the College for Financial Planning FINRA Series 7, 66


5700 Granite Parkway
Ste 360
Plano, TX, Texas 75024


(214) 259-2255
(817) 925-7724
(877) 840-0081


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