David Kolts, financial advisor Richmond TX

David Kolts

CRD Number: 4909760
Current Firm: Pegasus Wealth Management

David Kolts (CRD# 4909760) is an Investment Advisor Representative working at Pegasus Wealth Management in Richmond, TX and has over 18 years of experience in the finance industry. David Kolts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Pegasus Wealth Management Richmond, TX Oct 2017 - Current 5
Allied Insurance Agency Richmond, TX Feb 2017 - Current 6
Marcus S. Wilson, Broker Richmond, TX Sep 2016 - Current 6
Irs Houston, TX Jun 2016 - Current 7
Sbdc Bay City, TX Jun 2016 - Current 7
David B. Kolts, Cpa, Pllc Richmond, TX Dec 2014 - Current 8
H.d. Vest Advisory Services Richmond, TX Mar 2013 - Aug 2016 3
Hd Vest Investment Services Richmond, TX Jun 2010 - Aug 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for David B. Kolts
Phone Number: 281-402-2540
Registered State(s):
  • TX
Current Firm Details
Pegasus Wealth Management
Firm's CRD Number: 285206
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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