Summit Credit Union Welcomes David Solheim as Financial Advisor
Madison native will bring personalized financial strategies to five area communities
MADISON, Wis.—Summit Credit Union announced today that David Solheim has joined Summit as a new Financial Advisor through CUNA Brokerage Services, Inc. Solheim joins the member-owned financial cooperative to advise members of the Fitchburg, Cottage Grove, Westport, Monona and Janesville branches.
An industry veteran, Solheim has worked in finance for over a decade and brings financial knowledge and a commitment to building meaningful relationships with members.
As a Summit Financial Advisor, Solheim will offer members custom services by establishing, maintaining and protecting their wealth with financial strategies tailored to their individual needs and goals.
A native of Madison, Solheim graduated from the University of Wisconsin–Madison in 2007 and East High School in 2003.
To schedule a complimentary consultation, current or prospective members can contact David at firstname.lastname@example.org or 608-243-5000 ext. 2180.
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-1987351.1-0118-0220