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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 shares simple ways to spot imposter scams, recognize warning signs and protect your money and personal information... Summit Credit Union earns a 2026 Woman-Led Top Workplace award for its strong leadership, employee experience and workplace culture... Summit Credit Union invests $1 million in the Live Local Development Fund to expand attainable housing in Jefferson County... Summit Credit Union retains its ranking as Wisconsin's #1 mortgage lender, helping more members achieve homeownership... Summit and TriUnity Foundation offer grants up to $10,000 for members facing terminal or life-threatening illness... Forbes named Summit Credit Union Wisconsin’s #1 credit union and one of America’s Best-In-State Credit Unions for 2026... 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...