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Tyler F. O'dell
EDGEROCK WEALTH MANAGEMENT
GRAND JUNCTION, CO
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CRD#: 7409253
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Professional summary
Tyler F. O'dell is a registered financial advisor currently at EDGEROCK WEALTH MANAGEMENT located in Grand Junction, Colorado.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Tyler has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Grand Junction Horizon Sunrise Rotary Club; Not investment related; 2463 Broadway, Grand Junction, CO 81507; Volunteer/philanthropic organization that serves the local community, helps with service projects, promotes child literacy, etc.; Club President; I am a member/President of the club, President on the executive board, and help with overall decision making as well as volunteer projects.; August 2021;12 hours/month; 3-4 hours/month during trading hours; I help with volunteer projects, run club meetings, run board meetings, assist with club fund raisers. I rarely but sometimes go to conferences to gather information for the club. All of this is volunteer and I don't receive any compensation. 2) Center for Children; Not investment related; 2350 G Road, Grand Junction CO 81505; Non-profit organization that promotes healing and justice for children who are victims of violence and sexual abuse, while striving to make the community safer through prevention, education, and advocacy; Executive Board Secretary; Serve as a volunteer on the board; October 2021; 2-3 hours/month; approx. 1 hour/month during trading hours; I take notes at meetings, sometimes sign checks for employees or reimbursement. I volunteer at community events to promote The Center, and I often give some amount (usually 250-300) for the year. 3) Rocky Mountain Elk Foundation (RMEF); Not investment related; 5705 Grand Creek Road, Missoula, MT 59808-9394; RMEF works with partners to conserve quality elk range, migration corridors and calving areas while seeking to open or improve quality public access opportunities. Conservation tools include land acquisitions, voluntary conservation agreements, contributions and other means. RMEF works with Congress, federal and state agencies, legislatures, wildlife commissions and on other fronts to advance RMEF's mission; Board Member; Volunteer, February 2022; 0.5 hours/month; 0 hours/month during trading hours; Serve on the board, help with volunteer activities, and help coordinate and run the annual banquet for the Grand Junction Chapter.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler F. O'dell's 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®
NoneExperience
Current
October 3, 2021 - Present
EDGEROCK WEALTH MANAGEMENT
RIA
CRD#: 312325
GRAND JUNCTION, 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".
EW
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)
Current Firm
EW
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)Upgrade to AdvisorCheck Premium
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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
17
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,457 |
| AUM (Assets Under Management) | $ 470,476,415 |
Red Flags
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