Advisor at Summit Global Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Summit Global Investments, LLC
Location
Englewood, CO 80112
Credentials
Series 63, Series 65
Industry experience
20 years
Kerri Farren is a financial advisor at Summit Global Investments, LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Foundation for Financial Wellness, Netlaw, College Loan Freedom-WW, Transamerica Financial Advisors, Inc., and Wfg. Outside of financial advisory work, she has been a Lyft driver since 2017. Summit Global Investments provides discretionary portfolio management and financial planning to individuals—including high-net-worth clients—as well as institutional investors, pension and profit-sharing plans, and trusts. The firm employs a managed-risk investment approach that combines quantitative and fundamental analysis, focusing on downside risk mitigation and 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.
10303 East Dry Creek Road, Suite 110
Englewood, CO 80112
Colorado
Summit Global Investments
2023 - Present (3 years)
Foundation for Financial Wellness
2023 - Present (3 years)
Netlaw
2019 - 2023 (4 years)
College Loan Freedom-WW
2019 - 2023 (4 years)
Kerri Farren Assistant
2018 - Present (8 years)
LYFT
2017 - Present (9 years)
Tutor Doctor
2012 - 2021 (9 years)
Transamerica Financial Advisors, Inc
2012 - 2023 (11 years)
Wfg
2005 - 2023 (18 years)
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