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Anthony Scott Knaubert

15 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$50K
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Location

620 South Main Street, Bountiful, UT, 84010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is a Registered Investment Adviser at Summit Global Investments, dedicating full-time hours to sales and relationship management. He is also a partner at G&P Networking, LLC and owner of S & JK Group, Inc., spending about 10-20% of his time and minimal time, respectively, on these activities.

Employment History
Current Registrations
Equity Services, INC.Broker
August 2025 - Present · 6 mos
Equity Services, INC.
August 2025 - Present · 6 mos
Summit Global Investments, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Verity Investments, INC.Broker
August 2023 - December 2023 · 4 mos
Transamerica Financial Advisors, INCBroker
January 2012 - July 2023 · 11 yrs 6 mos
Transamerica Financial Advisors, INC.
January 2012 - July 2023 · 11 yrs 6 mos
Investment Advisors International, INC.
September 2011 - January 2012 · 4 mos
World Group Securities, INC.Broker
August 2010 - January 2012 · 1 yr 5 mos
State Registrations6 states
AZCACOFLTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony Scott Knaubert - Financial Advisor | TrueAdvisor