Terry Elbert Wengert

Employer firm

Summit Global Investments, LLC CRD 157091

$2.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1994 → 07/2023
  World Financial Group Insurance Agency, Llc
  Mesa, AZ
• 01/2012 → 07/2023
  Transamerica Financial Advisors, Inc
  Mesa, AZ
• 05/2018 → 09/2019
  K N M Transportation, Llc
  Gilbert, AZ
• 09/2019 → 05/2021
  W/W Transport, Llc
  Gilbert, AZ
• 07/2023 → Present
  Summit Global Investments, Llc
  Bountiful, UT
• 09/2023 → Present
  Verity Investments, Inc.
  Durham, NC

Previous Registrations

• 2012-01-06 → 2023-07-26
  Transamerica Financial Advisors, Llc
  Mesa, AZ
  Mesa, AZ
• 2006-08-31 → 2012-01-06
  Investment Advisors International, Inc.
  Gilbert, AZ
  Phoenix, AZ
  Mesa, AZ
• 2006-04-26 → 2006-09-01
  Transamerica Financial Advisors, Llc
  Philadelphia, PA

Other Businesses

1) Summit Global Investments, LLC. DBA Summit Global Private Wealth; Investment-related; Bountiful, UT; Registered Investment Adviser; Contractor; Investment Advisor Representative; 07/2023; 160 hours per month; 160 during market hours; Gather assets, manage client relationships, and grow firm. 2) World Financial Group Insurance Agency, LLC, DBA Managed Wealth Financial, Wealthwave; Not investment-related; Gilbert, AZ; Insurance agency; Agent; Agent; 09/1994; 40 hours per month; 40 during market hours; No duties, receives trails and processes vested renewals. 3) TLW Land Holdings, LLC.; Not investment-related; Gilbert, AZ; Real Estate; Partner; Managing member; 06/2016; 10 hours per month; 2 during market hours; Acquire and manage personal real estate holdings. 4) Wengert Bros. Ranches, LLC.; Not investment-related; Gilbert, AZ; Cattle ranch; Partner; Managing member; 06/2002; 40 hours per month; 10 during market hours; Manage production and sale of cattle. 5) Wengert Cattle Company, LLC.; Not investment-related; Snowflake, AZ; Cattle and horse ranching; Partner; Managing member; 03/2023; 10 hours per month; 0 during market hours; Oversee the breeding and selling of beef cattle and quarter horses. 6) TE Wengert, LLC.; Not investment-related; Gilbert, AZ; Pass-through entity; Partner; Managing member; 12/2000; 0 hours per month; 0 during market hours; Administrative duties. 7) WT Land Holdings, LLC.; Not investment-related; Gilbert, AZ; Real estate; Partner; Managing member; 08/2020; 5 hours per month; 0 during market hours; Oversee management on investment properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-12
• S63 Uniform Securities Agent State Law Examination
  1994-12-08