Carshon Rodgers has been an investment adviser representative at Indelible Wealth Group since December 2017, and is not listed among the firm’s executive officers or direct owners. Carshon Rodgers holds a B.A. in Economics with a minor in Finance from St. Cloud State University and an MBA from Regis University.
Indelible Wealth Group LLC is a firm with $156M under management, 160 clients and 5 advisers across 5 offices, as of its February 2026 filing.
Carshon Rodgers is Investment Adviser Representative of Indelible Wealth Group LLC, based in Berthoud, CO. She has over 20 years in the financial services industry, starting at Merrill Lynch with defined benefit plans and later at Charles Schwab, Private Client. She joined LPL Financial in 2007 and moved to Indelible Wealth Group as of 2018.
Carshon Rodgers’ longest registration is the current one, 8 years at Indelible Wealth Group since 2017. Before joining Indelible Wealth Group in 2017, Carshon Rodgers was registered through Belpointe Asset Management LLC and LPL Financial LLC.
- Indelible Wealth GroupCurrent– present · 8 yearsDenver, CO · Adviser representative · Firm CRD 166864
- Belpointe Asset Management LLC– · under a yearDenver, CO · Adviser representative · Firm CRD 143440
- LPL Financial LLC– · 5 yearsGreenwood Village, CO · Adviser representative · Firm CRD 6413
- Metlife Securities Inc.– · under a yearGreenwood Village, CO · Adviser representative · Firm CRD 14251
- Valic Financial Advisors, Inc.– · under a yearLakewood, CO · Adviser representative · Firm CRD 42803
- LPL Financial Corporation– · 1 yearDenver, CO · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Carshon Rodgers is registered as an investment adviser representative in Colorado, since December 2017.
- ColoradoSince 1 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 July 2004 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 22 March 2003 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 22 March 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 August 2000 |
| Series 7 | General Securities Representative Examination | 22 June 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Carshon Renee Rodgers
- CRD
- 4008290
- Firm
- Indelible Wealth Group · CRD 166864
- Office
- Denver, CO
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- indeliblewealth.com
Where does Carshon Rodgers work?
Carshon Rodgers is an investment adviser representative registered through Indelible Wealth Group LLC since December 2017, and is not listed among the firm’s executive officers or direct owners.
Is Carshon Rodgers a financial advisor?
Yes. Carshon Rodgers has a current investment-adviser registration in Colorado, through Indelible Wealth Group since December 2017.
How many years of experience does Carshon Rodgers have?
Carshon Rodgers has 24 years in the financial industry, since January 2002, across 5 adviser firms.
What exams has Carshon Rodgers passed?
Carshon Rodgers has passed 5 licensing exams: the Series 7, Series 63, Series 10, Series 9 and Series 66. The earliest, the Series 7, was passed in June 2000. FINRA credited Carshon Rodgers with the SIE, which began in October 2018.
Where did Carshon Rodgers work before Indelible Wealth Group?
Before Indelible Wealth Group, Carshon Rodgers was registered through LPL Financial LLC, July 2011 to June 2017; Metlife Securities Inc., March 2011 to April 2011; Valic Financial Advisors, Inc., August 2010 to January 2011; LPL Financial Corporation, December 2007 to October 2009.
Where is Carshon Rodgers based?
Carshon Rodgers’ registered office is in Denver, CO.
Is Carshon Rodgers registered with FINRA?
No. Carshon Rodgers has no current broker registration.
How can I verify Carshon Rodgers’ record?
Search CRD 4008290 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carshon Rodgers’ full registration record.