Boyd Pederson (CRD# 4487117) is an Investment Advisor Representative working at Summit Global Investments, LLC in Gunnison, CO and has over 21 years of experience in the finance industry.
CRD# 1099588
Ameriprise Financial Services, LLC
CRD# 4930022
Transamerica Financial Advisors, Inc.
CRD# 715423
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Global Investments | Bountiful, UT | Aug 2023 - Current | < 1 |
| Gunnison Village Properties LLC | Gunnison, CO | Nov 2020 - Current | 3 |
| Alignment Business Consulting, LLC | Gunnison, CO | Apr 2019 - Current | 5 |
| Wealthwave | Johns Creek, GA | Apr 2019 - Current | 5 |
| Rocky Mountain Christian Ministries | Gunnison, CO | Jan 2011 - Current | 13 |
| Solution 54, LLC | Gunnison, CO | May 2010 - Current | 13 |
| Velocity Property, LLC | Gunneson, CO | Dec 2005 - Current | 18 |
| Pederson Enterprises, Inc. | Gunnison, CO | Dec 2001 - Current | 22 |
| Colorado F& P LLC | Gunnison, CO | Jan 2000 - Current | 24 |
| Transamerica Financial Advisors, Inc. | Gunnison, CO | Jan 2012 - Aug 2023 | 11 |
| Wfg | Gunnison, CO | Sep 2001 - Aug 2023 | 21 |
| Colonial Insurance | Centennial, CO | Feb 2018 - Feb 2020 | 2 |
| Roper Insurance | Englewood, CO | Feb 2018 - Feb 2020 | 2 |
| American Family Life Assurance Company | Columbus, GA | Aug 2017 - Mar 2019 | 1 |
| Community Foundation Of The Gunnison Valley | Gunnison, CO | Apr 2009 - Jan 2019 | 9 |
| Community Foundation Of The Gunnison Valley | Gunnison, CO | Apr 2009 - Jan 2019 | 9 |
| Colorado Elephant Hunter, LLC | N/a, CO | Dec 2001 - Sep 2018 | 16 |
| Clorado Property & Investment | Gunnison, CO | Mar 1999 - Sep 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- CO
-
Total Assets Under Management2,029MILLIONS
-
Total Number of Accounts6,110ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.