summit-bracket2 bracket2 atm-outline location-pin-outline location-pin-filled atm-filled calendar2 bracket google-play[2] app-store summit-location-pin-lg code lock user worksheets phone print programs open pdf checkmark-form close-x close download checkmark-chart checklists blog-tools social-facebook social-google-plus social-pinterest LInkedIn-2C-128px-R instagram-rainbow social-twitter social-youtube ehl calendar calculators bracket22 checkmark email text-area-corner external-link success error information warning calendar-add-event auto-rates mortgage-rates home-equity new-certificates ncua summit-logo-itmoi arrow-left arrow-right checkmark2 summit-logo-white summit-bracket silhouette arrow-down arrow-up auto-rates2 blog calculators2 call ehl2 home-equity2 itmoi locate mortgage-rates2 new-certificates2 programs2 search summit-location-pin-sm tools clock

SUMMIT FINANCIAL ADVISORS


Check the background of investment professionals on FINRA's BrokerCheck

**Available by appointment only at this location.

Mark Gernetzke

Meet your Summit Financial Advisor at:

Sun Prairie
Sun Prairie West

David Cutler

Meet your Summit Financial Advisor at:

American Parkway
Beaver Dam
Cedarburg
Cottage Grove Road
Elm Grove
Greenfield
Lake Mills
Oconomowoc
Pewaukee
Sheboygan
Watertown
West Bend
West Milwaukee
VA Medical Center

Samir Karimi

Meet your Summit Financial Advisor at:

Brookfield
City Station
Franklin
Greendale
Kenosha
Mount Plesant
Muskego
New Berlin
Verona
Waukesha
Waukesha Northeast
Waunakee
Wauwatosa
Westport

Jamie Letcher

Meet your Summit Financial Advisor at:

CUNA Mutual Group Branch, Madison
Yellowstone

Jay Haselwander

Meet your Summit Financial Advisor at:

Old Sauk, Madison
Mount Horeb
Portage

David Solheim

Meet your Summit Financial Advisor at:

Cottage Grove Headquarters
Fitchburg
Janesville**
Monona
Monroe**

Steven Mueller

Meet your Summit Financial Advisor at:

Baraboo
Rimrock Rd, Madison**
Stoughton

Isaac Morris

Meet your Summit Financial Advisor at:

Middleton**
Weston
Yellowstone

Jody Brown

Meet your Summit Financial Advisor at:

Downtown Madison
State Street, Madison**
Thierer, Madison