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Summit Credit Union Welcomes David Solheim As Financial Advisor

January 16, 2018 Madison native will bring personalized financial strategies to five area communitiesMADISON, 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 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 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...