EdgeRock Wealth Management
Kyle O'Dell is a seasoned financial professional with extensive experience in wealth management. As the Founder and CEO of EdgeRock Wealth Management since July 2009, O'Dell has focused on helping clients achieve their financial goals. Previously, O'Dell served as Managing Partner at OWRS Firm from January 2015 to February 2019, where duties included guiding clients on wealth preservation for retirement. O'Dell also co-owned K2, LLC from January 2013 to December 2014, successfully recruiting and training a team of 175 financial advisors to assist clients with their financial understanding and retirement planning. Earlier in the career, O'Dell worked as a Financial Advisor at Citigroup USA Inc. from February 1995 to April 2004. O'Dell earned a degree from William Jewell College between 1992 and 1996.
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EdgeRock Wealth Management
EdgeRock is an independent wealth management firm headquartered in Denver, CO. Since 2009 they've served the Rocky Mountain region and beyond, specializing in advanced portfolio strategies and tax planning for high-net-worth families and entrepreneurs. Contact Us: www.edgerockwealth.com *** This was prepared by EdgeRock Wealth Management, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. EdgeRock’s Form ADV Part 2A & 2B can be obtained by visiting: https://adviserinfo.sec.gov and search for EdgeRock. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. EdgeRock is an independent investment advisor that offers a variety of different investment vehicles. This page is for informational purposes and does not address any individual's financial situation. EdgeRock does not guarantee the accuracy or completeness of information provided by third parties and assumes no obligation to update this information. EdgeRock will not accept investment offers via social media.