David Solheim
David Solheim
Financial Advisor
(608) 243-5000 or
(800) 236-5560 Ext. 2180
2939 S Fish Hatchery Rd
Fitchburg, WI 53711
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2330 Kennedy Rd
Janesville, WI 53545
By Appointment Only
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5419 Blue Bill Park Dr
Madison, WI 53704
By Appointment Only
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CA Ins. License #: 0M45448

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 . . .
  • University of Wisconsin Madison - Bachelor of Science in Economics
Personal . . .
  • I am originally from Madison WI and am a graduate of Madison East High School. My wife Nicole and I now live on the West side of Madison with our dog Bernie. We are avid Badger and Packer fans. In my summer free time, there is a good chance you can find me on the golf course. During the winter, my competitive side leads me to the Madison Curling Club.         

Professional Services
  • Financial Planning
  • Comprehensive Financial Guidance
  • Education Funding
  • General Investment Management
  • Retirement Planning
  • Wealth Management
  • Wealth Preservation
  • Portfolio Management
  • Financial and Insurance Planning
  • Investment Management