David Solheim
David Solheim
Financial Advisor
(608) 243-5000 or
(800) 236-5560 Ext. 2180
2939 S Fish Hatchery Rd
Fitchburg, WI 53711
Get Directions

2330 Kennedy Rd
Janesville, WI 53545
By Appointment Only
Get Directions
5419 Blue Bill Park Dr
Madison, WI 53704
By Appointment Only
Get Directions
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.         
CBS-1112-EAE5

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