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Summit Credit Union Welcomes Brennan Scheel As Financial Advisor

September 18, 2018 Southern Wisconsin native brings financial strategies to five area communitiesMADISON, Wis.****— Summit Credit Union announced today that Brennan Scheel has joined the Summit Financial Advisors program as a new Financial Advisor through CUNA Brokerage Services, Inc. Scheel joins the member-owned financial cooperative to advise members of the Franklin, Greenfield, Waukesha, Muskego and New Berlin branches.As a Financial Advisor, Scheel has experience in helping members meet financial goals including retirement planning, investment management and protection through life, long-term and disability insurance.A 2014 graduate of UW-Whitewater, Scheel earned a Bachelor of Business Administration in finance with an emphasis in financial planning. After graduation, he worked as a Financial Advisor in Waukesha, advising individuals and families on both short- and long-term finances.Over the course of his career, Scheel has helped members with their investment, planning and protection needs. He looks forward to building meaningful relationships with Summit members and using his financial knowledge to help them achieve their goals.To schedule a complimentary consultation, current or prospective members can contact Brennan at or 800-236-5560 ext. 8225.Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-2235514.1-0918-1020 You might also be interested in Summit Credit Union named Top Workplace in Madison, Milwaukee, and U.S., recognized for strong culture, engagement, and employee benefits... Summit Credit Union helps Wisconsin families achieve homeownership with up to $10K in down payment assistance... Summit Credit Union’s President and CEO Kim Sponem was recently featured on the Women of Community Banking podcast... Summit welcomed thousands of members and their families to Warner Park for its annual Summit Fest, blending its official Annual Meeting of the Membership... Summit Credit Union names Mike McCoy Chief Commercial Officer to advance commercial banking and support Wisconsin businesses... With $87 million in member benefits, Summit Credit Union remains the nation’s #1 credit union for Return of the Member... Summit Credit Union partners with LOVB Madison Volleyball to empower women athletes and advance equity in sports and finance... Kim Sponem calls for equitable pay practices, warning that lifetime pay gaps leave women at greater risk of retirement insecurity... Summit Credit Union earns the #1 national Return of the Member ranking again, highlighting its strong member value and financial impact...