![Kyle Shelley, financial advisor Englewood CO](/img/ws/profile-blank-sq.png)
Kyle Shelley (CRD# 7452636) is an Investment Advisor Representative working at Edgerock Wealth Management in Englewood, CO and has over 3 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edgerock Wealth Management | Engelwood, CO | Sep 2021 - Current | 2 |
Unemployed | Littleton, CO | Jul 2020 - Aug 2021 | 1 |
Verus Global | Littleton, CO | Nov 2019 - Jun 2020 | < 1 |
Freeway Ford | Denver, CO | Mar 2016 - Nov 2019 | 3 |
Sill-terhar Motors | Broomfield, CO | Jun 2015 - Feb 2016 | < 1 |
Longmont Ford | Longmont, CO | Nov 2014 - Jun 2015 | < 1 |
All In Education | Newport Beach, CA | Aug 2009 - Oct 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- CO
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Total Assets Under Management325MILLIONS
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Total Number of Accounts1,242ACCOUNTS
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Average Account Value$261,755
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, FL, KS, MO, NE, OR, TX
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