David B Cutler
David B Cutler
Financial Advisor
(608) 243-5000 Ext. 8120 or
(800) 236-5560 Ext. 8120
Summit CU
2159 Miller Park Way
West Milwaukee, WI 53219
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104 Frances Lane
Beaver Dam, WI 53916
By Appointment Only
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6420 Cottage Grove Road
Madison, WI 53718
By Appointment Only
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My Background

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.

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