Advisor at Summit Global Investments, LLC
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Firm
Summit Global Investments, LLC
Location
Gunnison, CO 81230
Credentials
Series 63, Series 65
Industry experience
14 years
Sharalee Pederson is a financial advisor at Summit Global Investments, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Equity Services, Inc. and United Planners Financial Services. Outside of her advisory role, she is involved with The MomCo Gunnison, a nonprofit focused on connecting and empowering mothers through community events and mentoring. Summit Global Investments provides discretionary portfolio management and financial planning to individuals, institutional investors, and trusts. The firm employs a managed-risk investment approach that combines 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.
100 East Gothic Avenue
Gunnison, CO 81230
Colorado
Equity Services, inc.
2025 - Present (1 year)
Simplicity Optima
2023 - 2025 (2 years)
United Planners Financial Services
2023 - 2025 (2 years)
Verity Investments, Inc.
2023 - 2023 (1 year)
Summit Global Investments, LLC.
2023 - Present (3 years)
Ash Brokerage, LLC.
2023 - 2024 (1 year)
Gunnison Village Property, LLC
2020 - Present (6 years)
College Loan Freedom
2020 - 2023 (3 years)
Estate of Nola N Pierce Personal Representative
2020 - 2020 (1 year)
Alignment Business Consulting, LLC
2019 - Present (7 years)
WealthWave
2019 - 2023 (4 years)
Colonial LIfe
2018 - 2019 (1 year)
Durable Power of Attorney Nola Pierce
2017 - 2020 (3 years)
Health Trust Financial
2016 - 2017 (1 year)
Girl Scouts of Colorado
2014 - 2021 (7 years)
Transamerica Financial Advisors, Inc
2012 - 2023 (11 years)
World Financial Group Insurance Agency, LLC.
2011 - 2023 (12 years)
Velocity Property, LLC
2005 - Present (21 years)
Sharalee Pederson
2002 - Present (24 years)
Colorado F & P, LLC
2000 - Present (26 years)
Hallmark Homeowners Association
2000 - 2024 (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 65
Gunnison, CO
Maia Wealth
PFS™, Series 63, Series 65
Gunnison, CO
Summit Global Investments, LLC
Series 63, Series 65
Gunnison, CO
J. W. Cole Advisors, Inc.
Series 66
Gunnison, CO
Edward Jones
Series 63, Series 66
Gunnison, CO
Edward Jones
CFP®, Series 63, Series 65
Gunnison, CO
Wells Fargo Advisors
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