Reed
Meyer

Summit Global Investments, LLC

CRD#5492780
Investment Advisor
in Arvada, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Reed Meyer is a financial advisor based in Arvada, Colorado, working with Summit Global Investments, LLC. Reed has previously held positions at Wfg, Personal Real Estate Investing, Imagination Makers Theater Company, Transamerica Financial Advisors, Inc, Numerica Analytics, Reed Meyer & Associates, Roper Insurance, Colonial Life, Mycore-Benefits, Aliera Healthcare, Co Health Brokers, Netlaw Inc, College Loan Freedom, Oneshare Health, Warner Pactific, Lakewood High School Boys And Girls Swim Team Booster Club 501C3, Wealthwave, Sunbeam Energy, Summit Global Investments Private Wealth, United Planners Financial Services, Powur Solar, and Reed A Meyer. Reed has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Reed is part of Summit Global Investments, LLC, which operates out of Arvada, Colorado. The firm has 4 offices and 32 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Summit Global Investments, LLC includes asset-based, hourly, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

6850 West 52Nd Avenue, Suite 202
Arvada, CO 80002

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Summit Global Investments, LLC Brokerage Details

Total Assets Under Management

$2,028,895,819

CO Average: $693,624,108
Total Number of Employees

32

CO Average: 12
Total Number of Accounts

6,110

CO Average: 1,115
Average Account Size

$332,062

CO Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Reed Meyer Work History

2023 - Present (1 year)

Summit Global Investments Private Wealth

2023 - Present (1 year)

United Planners Financial Services

2022 - Present (2 years)

Sunbeam Energy

2022 - Present (2 years)

Powur Solar

2008 - Present (16 years)

Reed Meyer & Associates

2008 - Present (16 years)

Reed A Meyer

2022 - 2023 (1 year)

Lakewood High School Boys And Girls Swim Team Booster Club 501C3

2019 - 2023 (4 years)

Netlaw Inc

2019 - 2023 (4 years)

College Loan Freedom

2019 - 2023 (4 years)

Oneshare Health

2019 - 2023 (4 years)

Warner Pactific

2018 - 2019 (1 year)

Mycore-Benefits

2018 - 2019 (1 year)

Aliera Healthcare

2018 - 2019 (1 year)

Co Health Brokers

2018 - 2023 (5 years)

Wealthwave

2017 - 2019 (2 years)

Roper Insurance

2017 - 2023 (6 years)

Colonial Life

2012 - 2023 (11 years)

Transamerica Financial Advisors, Inc

2012 - 2016 (4 years)

Numerica Analytics

2008 - 2023 (15 years)

Personal Real Estate Investing

2007 - 2023 (16 years)

Wfg

2003 - 2016 (13 years)

Imagination Makers Theater Company

Disclosures

Please visit the SEC profile of Reed Meyer 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 Summit Global Investments, LLC

Robin Kaukonen
Bountiful, UT
Domenica Cairns
Englewood, CO
Jacob Molnar
Clinton, UT
Aash Shah
Bountiful, UT
Michelle Casulo
Bountiful, UT
Nathan Driggs
Bountiful, UT
Louis Stradling
Bountiful, UT
Kendra Jablonski
Bountiful, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started