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Kyle Randall Gerken

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 2021-12-06
  • CO RA
    APPROVED
    Since 2021-12-06

Branch Locations

7001 E. 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
Edgerock Wealth Management Englewood CO 03/2021 Present
Unemployed Superior CO 10/2020 03/2021
Crestone Securities Llc Boulder CO 03/2020 10/2020
Charles Schwab & Co., Inc. Phoenix AZ 03/2016 10/2019
Full-Time Student Scottsdale AZ 10/2019 03/2020
  • 03/2021 → Present
    Edgerock Wealth Management
    Englewood, CO
  • 10/2020 → 03/2021
    Unemployed
    Superior, CO
  • 03/2020 → 10/2020
    Crestone Securities Llc
    Boulder, CO
  • 03/2016 → 10/2019
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 10/2019 → 03/2020
    Full-Time Student
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-27
  • S65 Uniform Investment Adviser Law Examination
    2021-11-27

View on SEC IAPD

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