Kyle
Gerken
Edgerock Wealth Management
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About this Advisor
Kyle Gerken is a financial advisor working out of Englewood, Colorado, with a total of 2 years of industry experience. Gerken is on the advisory team at Edgerock Wealth Management. Gerken has gained experience at The Vanguard Group, Inc, Mctigue Financial Group, Chicago State University, Pilsen Parks Department, Edgerock Wealth Management, Crestone Securities LLC, Charles Schwab & Co., Inc and Full-Time Student. Gerken maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Colorado. Edgerock Wealth Management is a registered investment company headquartered in Denver, CO. The investment advisory business has offices in two locations and a total of 15 financial advisors. It handles $253 million in total assets across its 1,235 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,235 client accounts, just 14% belong to high-net-worth individuals who have at least $1 million in investable assets. Edgerock Wealth Management has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the services offered. Fee types charged by Edgerock Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Edgerock Wealth Management Brokerage Details
$252,895,716
15
1,235
$204,774
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kyle Gerken Work History
Kyle has been registered as a financial advisor for 2 years.*
Edgerock Wealth Management
Crestone Securities LLC
Full-Time Student
Charles Schwab & Co., Inc
The Vanguard Group, Inc
Pilsen Parks Department
Mctigue Financial Group
Chicago State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Gerken to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edgerock Wealth Management
Englewood, CO
Grand Junction, CO
Englewood, CO
Englewood, CO
Denver, CO
Englewood, CO
Englewood, CO
Bend, OR
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