Carshon Renee Rodgers
Investment adviser representative at Indelible Wealth Group
6 yearsExperience
1 stateRegistered in
$156MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Indelible Wealth GroupOct 2017 to now
- Belpointe Asset Management, LLCJun 2017 to Dec 2017
- LPL Financial LLCJul 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CO).
Indelible Wealth Group
Legal name: Indelible Wealth Group LLC
$156MAssets managed
160Clients
5Advisers
2 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
- 4008290
- Firm CRD
- 166864