Terry Elbert Wengert
Investment adviser representative at Summit Global Investments, LLC
32 yearsExperience
1 stateRegistered in
$2.3BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
32 years in the industry.
- Verity Investments, Inc.Sep 2023 to now
- Summit Global Investments, LLCJul 2023 to now
- W/w Transport, LLCSep 2019 to May 2021
- K N M Transportation, LLCMay 2018 to Sep 2019
- Transamerica Financial Advisors, IncJan 2012 to Jul 2023
- World Financial Group Insurance Agency, LLCSep 1994 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Summit Global Investments, LLC
$2.3BAssets managed
7,475Clients
101Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2569257
- Firm CRD
- 157091