Kristi Lee Sorensen
Investment adviser representative at Summit Global Investments, LLC
26 yearsExperience
2 statesRegistered 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
26 years in the industry.
- Equity Services, Inc.Aug 2025 to now
- Kristi L SorensenAug 2023 to now
- Summit Global Investments, Inc.Jul 2023 to now
- Solex Global LLCJun 2021 to now
- Verity Investments, Inc.Aug 2023 to Nov 2023
- RizSep 2021 to Dec 2021
- Rain InternationalAug 2021 to Nov 2021
- Transamerica Financial Advisors, IncJan 2012 to Jul 2023
- World Financial Group, Inc.Jul 2004 to Oct 2023
- Sorensen Welding, Inc.May 2000 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 4767491
- Firm CRD
- 157091