Kelly Anne Sauder

Current Employers

Summit Global Investments, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-05

TX RA
APPROVED

Since 2024-01-05

Branch Locations

Cleburne, TX • 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	Plano	TX	09/2014	10/2023
World Financial Group, Inc.	Plano	TX	10/2010	10/2023
Rental Property	Cleburne	TX	07/2013	11/2019
Admin Assistant	Greenwood Village	CO	01/2017	Present
Ksauder Enterprises	Cleburne	TX	06/2019	Present
Netlaw-Estate Planning Service	Louisville	KY	04/2020	Present
Debtmerica	Santa Ana	CA	04/2020	03/2022
Summit Global Investments	Bountiful	UT	01/2024	Present
Qrs Accounting	Plano	TX	10/2023	Present

09/2014 → 10/2023

Transamerica Financial Advisors, Inc

Plano, TX
10/2010 → 10/2023

World Financial Group, Inc.

Plano, TX
07/2013 → 11/2019

Rental Property

Cleburne, TX
01/2017 → Present

Admin Assistant

Greenwood Village, CO
06/2019 → Present

Ksauder Enterprises

Cleburne, TX
04/2020 → Present

Netlaw-Estate Planning Service

Louisville, KY
04/2020 → 03/2022

Debtmerica

Santa Ana, CA
01/2024 → Present

Summit Global Investments

Bountiful, UT
10/2023 → Present

Qrs Accounting

Plano, TX

Previous Registrations

2019-09-10 → 2023-10-17

Transamerica Financial Advisors, Llc

Plano, TX

Other Businesses

QRS Accounting / 10.23-Present / Investment Related: No / 730 E Park Blvd Suite 104, Plano TX 75074 / Tax Preparation Netlaw-Estate Planning Service / 0420-Present / Investment Related: No / 12910 Shelbyville Road, Suite 124 Louisville, KY 40243 / Sales / Wills and Estate Planning ADMIN ASSISTANT/NO/5600 S QUEBEC ST, SUITE 325-C, GREENWOOD VILLAGE, CO 80111/ADMINISTRATIVE DUTIES SUCH AS ANSWERING PHONES, FILING./ADMIN ASSISTANT/01.25.2017/10/2/ADMIN ASSISTANT TO ANTHONY SCOTT KNAUBERT WHO IS A REGISTERED REP/IAR WITH TFA. KSauder Enterprises / 0619-Present/ Investment Related: No / Owner-Consultant/3513 Shoreview Dr. Cleburne, TX 76033 / Owner - Consultant / Consulting / Hrs Work Monthly: 5 / Sec Trading Hrs: 0 / Inviting to networking groups, writing, consulting, marketing for my wealthwave business or master network's group

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-07-16
S63	Uniform Securities Agent State Law Examination	2014-11-11

S65 Uniform Investment Adviser Law Examination

2019-07-16
S63 Uniform Securities Agent State Law Examination

2014-11-11

Other Names

Kelly Anne Knaubert

View on SEC IAPD