Sharalee Pederson (CRD# 4555843) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has over 6 years of experience in the finance industry.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 1473328
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simplicity Optima | Gunnison, CO | Dec 2023 - Current | < 1 |
| United Planners Financial Services | Scottsdale, AZ | Dec 2023 - Current | < 1 |
| Summit Global Investments, LLC | Gunnison, CO | Aug 2023 - Current | < 1 |
| Ash Brokerage, LLC | Gunnison, CO | Aug 2023 - Current | < 1 |
| Sharalee Pederson | Gunnison, CO | Aug 2023 - Current | < 1 |
| Gunnison Village Property, LLC | Gunnison, CO | Dec 2020 - Current | 3 |
| Alignment Business Consulting, LLC | Gunnison, CO | Apr 2019 - Current | 5 |
| Velocity Property, LLC | Gunnison, CO | Mar 2005 - Current | 19 |
| Hallmark Homeowners Association | Gunnison, CO | Jan 2000 - Current | 24 |
| Colorado F & P, LLC | Gunnison, CO | Jan 2000 - Current | 24 |
| Verity Investments, Inc. | Durham, NC | Sep 2023 - Nov 2023 | < 1 |
| World Financial Group Insurance Agency, LLC | Gunnison, CO | Oct 2011 - Sep 2023 | 11 |
| College Loan Freedom | Henderson, NV | Aug 2020 - Aug 2023 | 3 |
| Wealthwave | Johns Creek, GA | Apr 2019 - Aug 2023 | 4 |
| Transamerica Financial Advisors, Inc. | Gunnison, CO | Nov 2012 - Aug 2023 | 10 |
| Girl Scouts Of Colorado | Gunnison, CO | Nov 2014 - Dec 2021 | 7 |
| Estate Of Nola N Pierce Personal Representative | Gunnison, CO | May 2020 - Aug 2020 | < 1 |
| Durable Power Of Attorney Nola Pierce | Northglenn, CO | Nov 2017 - May 2020 | 2 |
| Colonial Life | Centennial, CO | Feb 2018 - Apr 2019 | 1 |
| Health Trust Financial | Montgomery, AL | Nov 2016 - Jun 2017 | < 1 |
| Melaleuca, Inc. | Idaho Falls, ID | Jan 2012 - May 2015 | 3 |
| Trailhead Children's Museum | Crested Butte, CO | Sep 2009 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
| S63 | Uniform Securities State Law Examination | Mar 2023 |
- 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
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