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Louis Christian Stradling

Summit Global Investments, LLC

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About Louis Christian Stradling

Louis Christian Stradling is an investment advisor representative with Summit Global Investments, LLC. Louis has over 8 years of experience in the financial services industry. Louis is registered with the state of Arizona and is licensed to sell securities in the state. Louis's areas of expertise include financial planning, portfolio management, and analytical services. Louis has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Louis Stradling 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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Louis Stradling’s Registration & Firm History

UT

10/04/2023 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

AZ

10/16/2020 - 09/05/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (Tucson AZ)

AZ

08/13/2015 - 02/06/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUN LAKES AZ)

AZ

02/04/2014 - 06/30/2015

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 08/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Louis Christian Stradling. Review regulatory record here.
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