Kyle F O'dell
Investment adviser representative at Edgerock Wealth Management
17 yearsExperience
1 stateRegistered in
$578.9MFirm assets
5 yearsFirm in business
Are you Kyle F O'dell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Ae Wealth Management, LLCMay 2019 to now
- Edgerock Wealth ManagementDec 2018 to now
- Edgerock CapitalDec 2018 to now
- Corecap AdvisorsAug 2015 to Apr 2019
- Secure Wealth Strategies, Inc.Jul 2009 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (CO).
Edgerock Wealth Management
Legal name: Edgerock Capital LLC
$578.9MAssets managed
575Clients
13Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2732575
- Firm CRD
- 312325