Summit Financial Advisors

Our Financial Advisors are available to discuss your individual needs. They'll look at what you're currently doing and what you can do in the future. If you'd like to schedule an appointment, please call or email any of the Summit Financial Advisors. Just tell them what your goals are and they can help get you there. There's no cost or obligation — just a friendly chat on how they can help you get to where you want to be.

	Jody Brown, CLU ChFC - Financial Advisor 608-231-0088 800-236-5560, ext. 2169 Jody.Brown@cunamutual.com
	LeVarn Clay, CRPC® - Financial Advisor 414-778-1000, ext. 8167 800-236-5560, ext. 8167 LeVarn.Clay@cunamutual.com
	Mark A. Gernetzke - Financial Advisor 608-243-5000, ext. 4365 800-236-5560, ext. 4365 Mark.Gernetzke@cunamutual.com
	Brian J. Kopp - Financial Advisor 608-243-5000, ext. 5013 800-236-5560, ext. 5013 Brian.Kopp@cunamutual.com
	Jamie Letcher, CRPC® – Financial Advisor 608-271-1012 800-236-5560, ext. 2310 Jamie.Letcher@cunamutual.com
	Steven A. Mueller - Financial Advisor 608-243-5000, ext. 2411 800-236-5560, ext. 2411 steve.mueller@cunamutual.com

 

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.

FR041220-C190

CHARTERED RETIREMENT PLANNING COUNSELOR^SM and CRPC® are registered service marks of the College for Financial Planning.