Advisor at Summit Global Investments, LLC
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Firm
Summit Global Investments, LLC
Location
Parker, CO
Credentials
Series 63, Series 65
Industry experience
8 years
Dennis Despres is a financial advisor with Summit Global Investments, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Equity Services, Inc., United Planners, WealthWave, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. He is also the owner of Despres Consulting Services, a consulting firm based in Parker, Colorado. Summit Global Investments provides discretionary portfolio management and financial planning to individuals, institutional investors, pension and profit-sharing plans, trusts, and pooled investment vehicles. The firm employs a managed-risk investment approach combining quantitative and fundamental analysis, offering both model-based and customized separately managed accounts.
Based on Summit Global Investments, LLC
Financial planning services and estate planning support offered under separate flat-fee agreements.
$0 - $499,999: 2.00% $500,000 - $999,999: 1.70% $1,000,000+: 1.50%
Performance fees charged on SGI Private Fund for Qualified Clients based on specific gains per quarter, in addition to advisory fees.
Account minimum: $20,000 for individual accounts; $500,000 for institutional accounts Minimum fee: Maximum annual administrative fee of $60 per separately managed account, pro-rated and deducted monthly. Fee-only: Advisory fees based on assets under management as per tiered schedule; financial planning services offered under separate flat-fee agreements.
Parker, CO
Colorado · Texas
Equity Services, Inc.
2025 - Present (1 year)
Summit Global Investments
2023 - Present (3 years)
United Planners
2023 - 2025 (2 years)
Dennis Despres
2023 - Present (3 years)
WealthWave
2020 - 2023 (3 years)
Transamerica Financial Advisors, Inc
2017 - 2023 (6 years)
Dennis Despres
2017 - Present (9 years)
World Financial Group, INC.
2017 - 2023 (6 years)
Despres Consulting Services
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, Series 63, Series 65, AIF®
Castle Rock, CO
Fidelis Wealth Advisors
Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.
Series 63, Series 66
Parker, CO
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Series 63, Series 65
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CFP®, Series 65
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Sample Financial Solutions, LLC
CFP®, Series 66
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Financial Solution Advisors Corp.
Series 63, Series 66
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Visionary Planning & Investment, LLC
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