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Kyle Randall Gerken

Edgerock Wealth Management

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About Kyle Randall Gerken

Kyle Randall Gerken is an Investment Advisor Representative at Edgerock Wealth Management. Kyle has been in the industry since 2015 and holds the Series 65 license. Kyle is based in Englewood, CO, and specializes in portfolio management for individuals and businesses. Edgerock Wealth Management is a Denver, CO-based firm that provides investment advisory services to individuals and businesses. The firm also provides educational seminars.

Firm Information

Kyle Gerken 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 Gerken’s Registration & Firm History

CO

12/06/2021 - Present

Edgerock Wealth Management (ENGLEWOOD CO)

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Licenses & Designations

IA

Issued 11/27/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Randall Gerken.
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