Work With Someone You Know

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? A Representative of Summit Financial Advisors serving Summit Credit Union is available to learn about your goals and work with you on your plan. Together, you’ll create a future that will make those financial plans a reality.

Jody A Brown
Jody A Brown
CLU ChFC CFP®
Vice President - Wealth Management
(608) 231-0088
(800) 236-5560 Ext. 2169
307 E Wilson St
Madison, WI 53703
Steven A Mueller
Steven A Mueller
CRPC®
Financial Advisor
(608) 243-5000 Ext. 2411
(800) 236-5560 Ext. 2411
2105 McComb Road
Stoughton, WI 53589
Brennan Scheel
Brennan Scheel
Financial Advisor
(608) 243-5000 Ext. 8225
(800) 236-5560 Ext. 8225
7750 South Lovers Lane R
Franklin, WI 53132
Brian J Kopp
Brian J Kopp
CRPC®
Financial Advisor
(608) 243-5000 Ext. 5013
(800) 236-5560 Ext. 5013
645 Junction Rd
Madison, WI 53717
CA Ins. License #: 0K81726
David Solheim
David Solheim
Financial Advisor
(608) 243-5000
(800) 236-5560 Ext. 2180
2939 S Fish Hatchery Rd
Fitchburg, WI 53711
CA Ins. License #: 0M45448