Kelly
Sauder
Summit Global Investments, LLC
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About this Advisor
Kelly Sauder is a financial advisor based in Cleburne, Texas, working with Summit Global Investments, LLC. Kelly has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Rental Property, Admin Assistant, Ksauder Enterprises, Netlaw-Estate Planning Service, Debtmerica, Summit Global Investments, and Qrs Accounting. Kelly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Kelly is part of Summit Global Investments, LLC, which operates out of Cleburne, Texas. 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
Kelly Sauder Work History
Summit Global Investments
Qrs Accounting
Netlaw-Estate Planning Service
Ksauder Enterprises
Admin Assistant
Debtmerica
Transamerica Financial Advisors, Inc
Rental Property
World Financial Group, Inc
Disclosures
Please visit the SEC profile of Kelly Sauder 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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