Heidi Kay Clark
Investment adviser representative at Summit Global Investments, LLC
25 yearsExperience
1 stateRegistered in
$2.3BFirm assets
14 yearsFirm in business
Are you Heidi Kay Clark? Claim your profile
Contact this firm
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
25 years in the industry.
- Equity Services, Inc.Aug 2025 to now
- Summit Global Investments, LLC.Aug 2023 to now
- Heidi ClarkAug 2023 to now
- Clearfield Job CorpsJan 2024 to Dec 2024
- United PlannersNov 2023 to Aug 2025
- Verity Investments, Inc.Sep 2023 to Nov 2023
- Intermountain Heatlh CareAug 2022 to Mar 2023
- Transamerica Financial Advisors, IncMay 2018 to Aug 2023
- World Financial GroupJan 2018 to Oct 2023
- Optavia/take Shape for LifeSep 2015 to Nov 2019
- Rain InternationalOct 2014 to Jun 2017
- Intermountain Health CareJun 2001 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 6949187
- Firm CRD
- 157091