Reed
Meyer
Summit Global Investments, LLC
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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
Services Offered
Fee Structure
Office Location
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Summit Global Investments, LLC Brokerage Details
$2,028,895,819
32
6,110
$332,062
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
Summit Global Investments Private Wealth
United Planners Financial Services
Sunbeam Energy
Powur Solar
Reed Meyer & Associates
Reed A Meyer
Lakewood High School Boys And Girls Swim Team Booster Club 501C3
Netlaw Inc
College Loan Freedom
Oneshare Health
Warner Pactific
Mycore-Benefits
Aliera Healthcare
Co Health Brokers
Wealthwave
Roper Insurance
Colonial Life
Transamerica Financial Advisors, Inc
Numerica Analytics
Personal Real Estate Investing
Wfg
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
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Englewood, CO
Bountiful, UT
Bountiful, UT
Clinton, 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.
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