Kelly Anne Sauder
Investment adviser representative at Summit Global Investments, LLC
16 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
16 years in the industry.
- Summit Global Investments, LLCJan 2024 to now
- Qrs AccountingOct 2023 to now
- Netlaw-estate Planning ServiceApr 2020 to now
- Ksauder EnterprisesJun 2019 to now
- Admin AssistantJan 2017 to now
- DebtmericaApr 2020 to Mar 2022
- Transamerica Financial Advisors, IncSep 2014 to Oct 2023
- Rental PropertyJul 2013 to Nov 2019
- World Financial Group, Inc.Oct 2010 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6397430
- Firm CRD
- 157091