David Solheim
David Solheim
Financial Advisor
(608) 243-5000 or
(800) 236-5560 Ext. 2180
Summit CU
1709 Landmark Drive
Cottage Grove, WI 53527
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2330 Kennedy Rd
Janesville, WI 53545
By Appointment Only
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1420 11th Street
Monroe, WI 53566
By Appointment Only
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1709 Landmark Drive
Cottage Grove, WI 53527
By Appointment Only
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CA Ins. License #: 0M45448

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