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Kyle F O'Dell

Edgerock Wealth Management

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About Kyle F O'Dell

Kyle F. O'Dell is a financial advisor who has been working in the industry since 1996. Kyle has a strong background in securities sales and service, with experience at both PFS Investments Inc. and Edgerock Capital. Kyle holds several licenses, including Series 6, Series 26, Series 63, and Series 65. Kyle currently is working as a registered investment advisor for Edgerock Wealth Management. Kyle specializes in providing financial planning and portfolio management services to individuals and businesses. Kyle's firm, Edgerock Wealth Management, is a Registered Investment Advisor (RIA) that has been in business since 2018. Edgerock Wealth Management primarily serves individuals and businesses. The firm specializes in portfolio management and financial planning services.

Firm Information

Kyle O'Dell is currently registered with Edgerock Wealth Management. Edgerock Wealth Management is a registered investment advisor based in Denver, CO. They provide portfolio management services for individuals and businesses. Their website addresses include links to their social media pages, including Instagram, YouTube, Twitter, Facebook, and LinkedIn. Edgerock Wealth Management has 8 licensed agents, 9 investment advisor representatives, and manages approximately $470.48 million in assets. They offer financial planning, educational seminars, and portfolio management services for businesses and individuals.
Edgerock Wealth Management

7001 EAST BELLEVIEW AVE

DENVER, CO 80237

$470.48M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle O'Dell’s Registration & Firm History

CO

10/03/2021 - Present

Edgerock Wealth Management (Englewood CO)

GA

10/15/1997 - 05/12/2004

PFS INVESTMENTS INC. (DULUTH GA)

GA

08/01/1996 - 12/31/1996

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 06/22/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/31/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle F O'Dell.
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