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Kyle F O'DEll

Edgerock Wealth Management

Denver, CO

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Current Employers
Edgerock Wealth Management

7001 East Belleview Ave Suite 800, Denver, CO 80237 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-10-03
  • CO RA
    APPROVED
    Since 2021-10-03

Branch Locations

7001 East Belleview Avenue Suite 800, Denver, CO 80237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Secure Wealth Strategies, Inc. Englewood CO 07/2009 08/2024
Corecap Advisors Southfield MI 08/2015 04/2019
Ae Wealth Management, Llc Topeka KS 05/2019 Present
Edgerock Wealth Management Englewood CO 12/2018 Present
Edgerock Capital Englewood CO 12/2018 Present
Previous Registrations
Other Businesses

1.) EDGEROCK WEALTH MANAGEMENT, LLC; YES INVESTMENT RELATED; 7001 E. Belleview Avenue, Suite 800 Denver, CO 80237; INSURANCE SALES; CEO; START DATE 12/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES 2.) EDGEROCK CAPITAL; YES INVESTMENT-RELATED; 7001 E. Belleview Avenue, Suite 800 Denver, CO 80237; SECURITIES SALES AND SERVICE; CEO; 12/2018; .5 HOUR PER MONTH; .5 HOURS PER MONTH DURING TRADING; SALES OF SECURITIES 3.) EDGEROCK MARKETING; NOT INVESTMENT RELATED; 7001 E. Belleview Avenue, Suite 800 Denver, CO 80237; MARKETING BUSINESS; OWNER; 12/2019; 2 HRS PER MONTH; 0 DURING TRADING; MARKETING FOR EDGEROCK WEALTH MANAGEMENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-22
S63 Uniform Securities Agent State Law Examination 1996-07-16
  • S65 Uniform Investment Adviser Law Examination
    2012-06-22
  • S63 Uniform Securities Agent State Law Examination
    1996-07-16
Other Names
  • Kyle F Odell

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