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Robert Eugene Foss

Edgerock Wealth Management

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About Robert Eugene Foss

Robert Eugene Foss is an Investment Advisor Representative with Edgerock Wealth Management. Robert has been in the financial industry since 2017 and is registered in Colorado. Robert Eugene Foss has passed the Uniform Investment Adviser Law Examination, also known as the Series 65 exam. Edgerock Wealth Management is a firm based in Denver, Colorado with 8 licensed agents, 9 Investment Advisor Representatives, 9 Investment Advisory Functions and a total of 1457 accounts. Edgerock Wealth Management focuses on providing financial advice to individuals and businesses, including portfolio management, educational seminars and other services.

Firm Information

Robert Foss 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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Robert Foss’s Registration & Firm History

CO

10/03/2021 - Present

Edgerock Wealth Management (Englewood CO)

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Licenses & Designations

IA

Issued 05/11/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Eugene Foss.
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