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RIA / WealthAdvisor30 years in industry

KYLE F O'DELL

Advisor at EDGEROCK WEALTH MANAGEMENT

DENVER, CO

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Search this name across graphsid dfx:ria:21d8ce4a-40e7-0d62-cdf9-49928fbcec0a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 13, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDGEROCK WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 16, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jul 16, 1996
First registration: Dec 13, 2012
Dual registered: no
Other names: KYLE F ODELL
IAPD individual key: 2732575

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDGEROCK WEALTH MANAGEMENT	Independent wealth	Oct 3, 2021	n/a	yes	DENVER, CO	Current employment
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	May 1, 2019	Jan 26, 2022	no	ENGLEWOOD, CO	Previous registration
FIRST ADVISORS NATIONAL, LLC	Independent wealth	Oct 20, 2015	Jul 5, 2017	no	Denver, CO	Previous registration
CORECAP ADVISORS	Bd affiliated wealth	Aug 6, 2015	Apr 25, 2019	no	DENVER, CO\|SOUTHFIELD, MI\|Englewood, CO\|Highlands Ranch, CO	Previous registration
FIRST ADVISORS NATIONAL, LLC	Independent wealth	Nov 18, 2013	Aug 3, 2015	no	DENVER, CO	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Dec 13, 2012	Sep 11, 2013	no	ENGLEWOOD, CO\|MINNEAPOLIS, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AE WEALTH MANAGEMENT, LLC	EDGEROCK WEALTH MANAGEMENT	Jan 26, 2022	Oct 3, 2021	-115	Firm change after gap	Ibd to RIA
CORECAP ADVISORS	FIRST ADVISORS NATIONAL, LLC	Apr 25, 2019	Oct 20, 2015	-1,283	Firm change after gap	Other
FIRST ADVISORS NATIONAL, LLC	AE WEALTH MANAGEMENT, LLC	Jul 5, 2017	May 1, 2019	665	Firm change after gap	Other
FIRST ADVISORS NATIONAL, LLC	CORECAP ADVISORS	Aug 3, 2015	Aug 6, 2015	3	Firm change	Other
QUESTAR ASSET MANAGEMENT, INC.	FIRST ADVISORS NATIONAL, LLC	Sep 11, 2013	Nov 18, 2013	68	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
282580:312325:CO:2022-01-18	Jan 26, 2022	Oct 3, 2021	ENGLEWOOD, CO	Firm change after gap

Relationships

Registered with (5)

→ EDGEROCK WEALTH MANAGEMENTRegistered adviserregistration: current employment
Oct 3, 2021 to presentfactForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 1, 2019 to Jan 26, 2022factForm ADV
→ CORECAP ADVISORSRegistered adviserregistration: previous registration
Aug 6, 2015 to Apr 25, 2019factForm ADV
→ FIRST ADVISORS NATIONAL, LLCRegistered adviserregistration: previous registration
Oct 20, 2015 to Jul 5, 2017factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Dec 13, 2012 to Sep 11, 2013factForm ADV

Dated events

Occurred
Jan 26, 2022
Advisor changed firm
Kyle F O'Dell left Ae Wealth Management, Llc for Edgerock Wealth Management (registered 2021-10-03)
Form ADVobserved 6 days ago