Louis Christian Stradling
Investment adviser representative at Summit Global Investments, LLC
11 yearsExperience
3 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
11 years in the industry.
- Summit Global Investments, LLCSep 2023 to now
- Keap LLCAug 2021 to Mar 2024
- Lucid MotorsJun 2021 to Jun 2022
- Zillow IncJun 2021 to Jun 2022
- Liberty MutualApr 2021 to Jun 2022
- Home DepotJan 2021 to Jun 2021
- Transamerica Financial Advisors, IncOct 2020 to Sep 2023
- World Financial Group, Inc.May 2020 to Sep 2023
- TeslaMar 2020 to Mar 2020
- UnemployedJan 2020 to May 2020
- Stradling Wealth Strategies LLCFeb 2017 to Jan 2020
- Medical Transport ServicesDec 2016 to Feb 2017
- Bank of America, N.A.Aug 2015 to Jan 2020
- Merrill LynchJun 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (AZ, CO, ID).
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
- 6285168
- Firm CRD
- 157091