Gretchen Ricker

Current Employers

Summit Global Investments, Llc

620 South Main Street, Bountiful, UT 84010 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01

CA RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Atascadero, CA • United States

620 South Main Street, Bountiful, UT 84010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Transamerica Financial Advisors, Inc	Bakersfield	CA	05/2013	10/2023
World Financial Group	Bakersfield	CA	03/2012	10/2023
Debtmerica	Santa Ana	CA	09/2016	06/2022
Gretchen Ricker, Real Estate Broker	Atascadero	CA	02/2018	12/2020
College Loan Freedom	Henderson	NV	12/2018	10/2023
Net Law	Louisville	KY	02/2019	Present
Gretchen Ricker - Author	Atascadero	CA	02/2019	10/2020
Central Coast Divorce Workshop	Atascadero	CA	07/2019	07/2020
Heartland Institute Of Financial Education	Greenwood Village	CO	02/2020	Present
Wealthwave	Bakersfield	CA	11/2016	10/2023
Summit Global Investments	Bountiful	UT	10/2023	Present
United Planners	Scottsdale	AZ	01/2024	10/2025
Gretchen Ricker	Atascadero	CA	01/2013	Present
Equity Services, Inc.	Montpelier	VT	10/2025	Present

05/2013 → 10/2023

Transamerica Financial Advisors, Inc

Bakersfield, CA
03/2012 → 10/2023

World Financial Group

Bakersfield, CA
09/2016 → 06/2022

Debtmerica

Santa Ana, CA
02/2018 → 12/2020

Gretchen Ricker, Real Estate Broker

Atascadero, CA
12/2018 → 10/2023

College Loan Freedom

Henderson, NV
02/2019 → Present

Net Law

Louisville, KY
02/2019 → 10/2020

Gretchen Ricker - Author

Atascadero, CA
07/2019 → 07/2020

Central Coast Divorce Workshop

Atascadero, CA
02/2020 → Present

Heartland Institute Of Financial Education

Greenwood Village, CO
11/2016 → 10/2023

Wealthwave

Bakersfield, CA
10/2023 → Present

Summit Global Investments

Bountiful, UT
01/2024 → 10/2025

United Planners

Scottsdale, AZ
01/2013 → Present

Gretchen Ricker

Atascadero, CA
10/2025 → Present

Equity Services, Inc.

Montpelier, VT

Previous Registrations

2014-01-28 → 2023-10-31

Transamerica Financial Advisors, Llc

Bakersfield, CA

Other Businesses

1.) GRETCHEN RICKER - LIFE INSURANCE AGENT - NON-VARIABLE INSURANCE - ATASCADERO, CA - SINCE 01/2013 - INVESTMENT RELATED. DURING TRADE HRS. 2.) SUMMIT GLOBAL PRIVATE WEALTH - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - ATASCADERO, CA - SINCE 10/2023 - INVESTMENT RELATED. DURING TRADE HRS. 3.) SUMMIT GLOBAL INVESTMENTS, LLC - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - BOUNTIFUL, UT - SINCE 10/2023 - INVESTMENT RELATED. DURING TRADE HRS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-01-16
S63	Uniform Securities Agent State Law Examination	2013-07-11

S65 Uniform Investment Adviser Law Examination

2014-01-16
S63 Uniform Securities Agent State Law Examination

2013-07-11

Other Names

Gretchen Mc Clure Kiebler
Gretchen Kiebler Potter

View on SEC IAPD