Kristi Sorensen (CRD# 4767491) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 19 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kristi L Sorensen | Talmage, UT | Aug 2023 - Current | < 1 |
| Summit Global Investments, Inc. | Bountiful, UT | Jul 2023 - Current | < 1 |
| Summit Global Investments, LLC | Talmage, UT | Jul 2023 - Current | < 1 |
| Solex Global LLC | Talmage, UT | Jun 2021 - Current | 2 |
| Verity Investments, Inc. | Durham, NC | Aug 2023 - Nov 2023 | < 1 |
| World Financial Group, Inc. | Johns Creek, GA | Jul 2004 - Oct 2023 | 19 |
| Transamerica Financial Advisors, Inc. | Draper, UT | Jan 2012 - Jul 2023 | 11 |
| Sorensen Welding, Inc. | Talmage, UT | May 2000 - Oct 2022 | 22 |
| Riz | Talmage, UT | Sep 2021 - Dec 2021 | < 1 |
| Rain International | Orem, UT | Aug 2021 - Nov 2021 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- CA
- ID
- UT
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Total Assets Under Management2,029MILLIONS
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Total Number of Accounts6,110ACCOUNTS
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Average Account Value$332,062
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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