Kerri Farren is a registered investment advisor at Summit Global Investments, LLC, based in Bountiful, UT, with 20 years of industry experience. Kerri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 6,923 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees may be lowered based on client's investment objectives, risk, and suitability, and how assets are allocated.
Fee Estimator
Location
620 South Main Street, Bountiful, UT, 84010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kerri works as a driver for Lyft since 2017 and as a financial advisor for Summit Global Investments since 2023. She also uses Summit Global Private Wealth as a DBA name for marketing purposes since 2024.
Employment History
Current Registrations
Summit Global Investments, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
World Group Securities, INC.Broker
World Group Securities, INC.Broker
Intersecurities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.