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Keith Milton Crogan

Summit Global Investments, LLC

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About Keith Milton Crogan

Keith Crogan is an investment advisor representative with Summit Global Investments, LLC. Keith has been in the financial services industry since 2017 and has experience with a variety of firms including Transamerica Financial Advisors, Inc. and Verity Investments, Inc. He has also worked as an insurance agent in Pinellas Park, FL. Keith holds the Series 63, Series 65, and Series 6TO licenses as well as the SIE. Keith's areas of specialization include individual, business, and investment company portfolio management.

Firm Information

Keith Crogan is currently registered with Summit Global Investments, LLC. Summit Global Investments, LLC is an investment advisor based in Bountiful, Utah. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers analytical services and manages approximately $2 billion in assets for over 6,100 clients.
Summit Global Investments, LLC

620 SOUTH MAIN STREET

BOUNTIFUL, UT 84010

$2.03B

Assets Under Management

Not reported

Total Clients

86

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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analytical services.

Analytical services.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Keith Crogan’s Registration & Firm History

UT

08/22/2023 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

FL

11/27/2023 - 05/08/2024

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PINELLAS PARK FL)

NC

09/29/2023 - 11/07/2023

VERITY INVESTMENTS, INC. (DURHAM NC)

FL

08/02/2019 - 08/11/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (TAMPA FL)

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Licenses & Designations

IA

Issued 10/31/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2019

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Milton Crogan.
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