David B Cutler
David B Cutler
Financial Advisor
(608) 243-5000 Ext. 8120 or
(800) 236-5560 Ext. 8120

2159 MIller Park Way
MIlwaukee, WI 53219
By Appointment Only
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1103 Spring City Lane
Waukesha, WI 53186
By Appointment Only
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5000 W National Avenue
Rm B0431
Milwaukee, WI 53295
9:00 AM - 5:00 PM M-F
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My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
As a trusted partner of Summit Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My education . . .

  • Bachelor of Business Administration - Finance, University of Wisconsin - Milwaukee.

Career Highlights . . .

  • Over 25 Years of Financial Services industry experience.


CBS-1112-EAE5

Professional Services
  • Personal Financial Assessments
  • Wealth Management
  • Retirement Planning
  • Retirement Income Planning
  • Financial and Insurance Planning
  • Education Funding
  • 401(k) Planning
  • Long Term Care Insurance