Sharalee
Pederson
Summit Global Investments, LLC
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About this Advisor
Sharalee Pederson is a financial advisor based in Gunnison, Colorado, working with Summit Global Investments, LLC. Sharalee has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group Insurance Agency, LLC, Melaleuca, Inc, Health Trust Financial, Hallmark Homeowners Association, Durable Power Of Attorney Nola Pierce, Girl Scouts Of Colorado, Estate Of Nola N Pierce Personal Representative, College Loan Freedom, Wealthwave, Summit Global Investments, LLC, Verity Investments, Inc, Ash Brokerage, LLC, Sharalee Pederson, Colorado F & P, LLC, Velocity Property, LLC, Gunnison Village Property, LLC, Alignment Business Consulting, LLC, Colonial Life, Simplicity Optima, and United Planners Financial Services. Sharalee has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Sharalee is part of Summit Global Investments, LLC, which operates out of Gunnison, 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
Sharalee Pederson Work History
Summit Global Investments, LLC
Ash Brokerage, LLC
Simplicity Optima
United Planners Financial Services
Gunnison Village Property, LLC
Alignment Business Consulting, LLC
Velocity Property, LLC
Sharalee Pederson
Hallmark Homeowners Association
Colorado F & P, LLC
Verity Investments, Inc
Estate Of Nola N Pierce Personal Representative
College Loan Freedom
Wealthwave
Colonial Life
Durable Power Of Attorney Nola Pierce
Health Trust Financial
Girl Scouts Of Colorado
Transamerica Financial Advisors, Inc
Melaleuca, Inc
World Financial Group Insurance Agency, LLC
Disclosures
Please visit the SEC profile of Sharalee Pederson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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