Kyle F. O'dell

EDGEROCK WEALTH MANAGEMENT

Englewood, CO 80111

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CRD#: 2732575

Professional summary

Kyle F O'dell, who also goes by Kyle F Odell, is a registered financial advisor currently at EDGEROCK WEALTH MANAGEMENT located in Englewood, Colorado.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Kyle has worked at 6 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle F Odell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) EDGEROCK WEALTH MANAGEMENT, LLC; YES INVESTMENT RELATED; 7887 EAST BELLEVIEW AVENUE, SUITE 240 ENGLEWOOD, CO 80111; INSURANCE SALES; PRESIDENT; START DATE 12/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES 2.) EDGEROCK CAPITAL; YES INVESTMENT-RELATED; 7887 EAST BELLEVIEW AVE., SUITE 240 ENGLEWOOD, CO 80111; SECURITIES SALES AND SERVICE; PRESIDENT; 12/2018; .5 HOUR PER MONTH; .5 HOURS PER MONTH DURING TRADING; SALES OF SECURITIES 3.) EDGEROCK MARKETING; NOT INVESTMENT RELATED; 7887 BELLEVIEW AVENUE, SUITE 240, ENGLEWOOD, CO 80111; MARKETING BUSINESS; OWNER; 12/2019; 2 HRS PER MONTH; 0 DURING TRADING; MARKETING FOR EDGEROCK WEALTH MANAGEMENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle F O'dell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 3, 2021 - Present

EDGEROCK WEALTH MANAGEMENT

Office #1: 7887 Belleview Avenue Suite 240, Englewood, CO 80111

RIA

CRD#: 312325

Englewood, CO

Past

May 1, 2019 - January 26, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

ENGLEWOOD, CO

Past

October 20, 2015 - July 5, 2017

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

Denver, CO

Past

August 6, 2015 - April 25, 2019

CORECAP ADVISORS

RIA

CRD#: 158819

Englewood, CO

Past

November 18, 2013 - August 3, 2015

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

DENVER, CO

Past

December 13, 2012 - September 11, 2013

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

ENGLEWOOD, CO

Past

October 15, 1997 - May 12, 2004

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Past

August 1, 1996 - December 31, 1996

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EDGEROCK WEALTH MANAGEMENT

EDGEROCK CAPITAL LLC | GREEN TREE WEALTH, INC. | EDGEROCK WEALTH MANAGEMENT

CRD#: 312325 / SEC#: 801-121314

RIA

Registered Investment Advisory firm - (5/27/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(10/3/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/22/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/16/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/31/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/25/2004

Investment Company Products/Variable Contracts Principal Examination

Current Firm

EDGEROCK WEALTH MANAGEMENT

EDGEROCK CAPITAL LLC | GREEN TREE WEALTH, INC. | EDGEROCK WEALTH MANAGEMENT

CRD#: 312325 / SEC#: 801-121314

RIA

Registered Investment Advisory firm - (5/27/2021 Approved)

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Contact information

Main Address

7001 East Belleview Ave Suite 800, Denver, CO 80237

Mailing Address

Phone number

(303) 780-7350

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (8/6/2025)

Regulatory assets under management

Total Number of Accounts	1,457
AUM (Assets Under Management)	$ 470,476,415

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kyle F. O'dell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle F O'dell's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE WEALTH MANAGEMENT, LLC

FIRST ADVISORS NATIONAL, LLC

CORECAP ADVISORS

FIRST ADVISORS NATIONAL, LLC

QUESTAR ASSET MANAGEMENT, INC.

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

EDGEROCK WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2012

Series 63

Date: 7/16/1996

Series 6

Date: 7/31/1996

Series 26

Date: 3/25/2004

Current Firm

EDGEROCK WEALTH MANAGEMENT

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDGEROCK WEALTH MANAGEMENT

TRUST BUT VERIFY

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