Carshon R. Rodgers

INDELIBLE WEALTH GROUP

DENVER, CO

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CRD#: 4008290

Professional summary

Carshon Renee Rodgers, who also goes by Carshon R Rodgers, Carshon Rodgers, is a registered financial advisor currently at INDELIBLE WEALTH GROUP located in Denver, Colorado.

Carshon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Carshon has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carshon R Rodgers | Carshon Rodgers

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. Independent Insurance Agent 2. Stryde Solution LLC, Non Investment-Related, Fenton MI, Tax Incentive and Cost Reduction for Business Owners, 09/2019, Agent, 1-3 Hrs/Month 3. Archimedes Offspring Management, Investment Related, Providence UT, Investments into Inventions, Contractor, 09/2019, 10-20 Hrs/Month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carshon Renee Rodgers'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

December 1, 2017 - Present

INDELIBLE WEALTH GROUP

RIA

CRD#: 166864

DENVER, CO

Past

June 14, 2017 - January 19, 2018

BELPOINTE ASSET MANAGEMENT LLC

RIA

CRD#: 143440

Denver, CO

Past

July 25, 2011 - June 8, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

GREENWOOD VILLAGE, CO

Past

July 25, 2011 - June 8, 2017

LPL FINANCIAL LLC

CRD#: 6413

GREENWOOD VILLAGE, CO

Past

March 10, 2011 - April 28, 2011

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

GREENWOOD VILLAGE, CO

Past

February 14, 2011 - April 28, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

GREENWOOD VILLAGE, CO

Past

August 20, 2010 - January 25, 2011

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

LAKEWOOD, CO

Past

August 6, 2010 - January 25, 2011

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

LAKEWOOD, CO

Past

December 5, 2007 - October 12, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

DENVER, CO

Past

December 4, 2007 - October 12, 2009

LPL FINANCIAL LLC

CRD#: 6413

DENVER, CO

Past

February 9, 2007 - July 2, 2007

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Past

June 26, 2000 - February 9, 2007

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ENGLEWOOD, CO

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".

INDELIBLE WEALTH GROUP

INDELIBLE WEALTH GROUP | INDELIBLE WEALTH GROUP, LLC | INDELIBLE WEALTH GROUP LLC

CRD#: 166864 / SEC#: 801-129652

RIA

Registered Investment Advisory firm - (3/7/2024 Approved)

California

Registered Investment Advisory firm - (4/10/2024 Terminated)

Colorado

Registered Investment Advisory firm - (3/11/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/11/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(12/1/2017)

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 66

Date: 7/19/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/17/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/8/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/22/2003

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/22/2003

General Securities Sales Supervisor - Options Module Examination

Current Firm

INDELIBLE WEALTH GROUP

INDELIBLE WEALTH GROUP | INDELIBLE WEALTH GROUP, LLC | INDELIBLE WEALTH GROUP LLC

CRD#: 166864 / SEC#: 801-129652

RIA

Registered Investment Advisory firm - (3/7/2024 Approved)

California

Registered Investment Advisory firm - (4/10/2024 Terminated)

Colorado

Registered Investment Advisory firm - (3/11/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/11/2024 Terminated)

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Contact information

Main Address

Berthoud, CO

Mailing Address

Po Box 747, Berthoud, CO 80513

Phone number

(970) 532-5842

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (ADV PART 2A AND 2B) (3/7/2025)

Regulatory assets under management

Total Number of Accounts	456
AUM (Assets Under Management)	$ 139,172,069

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Carshon R. Rodgers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carshon Renee Rodgers's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELPOINTE ASSET MANAGEMENT LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

JANUS HENDERSON DISTRIBUTORS US LLC

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

INDELIBLE WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 7/19/2004

Series 63

Date: 8/17/2000

SIE

Date: 6/8/2017

Series 7

Date: 6/22/2000

Series 10

Date: 3/22/2003

Series 9

Date: 3/22/2003

Current Firm

INDELIBLE WEALTH GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INDELIBLE WEALTH GROUP

TRUST BUT VERIFY

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