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SUMMIT FINANCIAL ADVISORS


Check the background of investment professionals on FINRA's BrokerCheck

**Available by appointment only at this location.

Jay Haselwander

Jay Haselwander LPL Financial Advisor

608-243-5000 ext. 5013 800-236-5560 ext. 5013
Schedule an appointment Email

Meet your Summit Financial Advisor at:

Hartford
Old Sauk, Madison
Mount Horeb
Portage

Jody Brown

Jody Brown , CLU ChFC® CFP™ Vice President Wealth Management

608-231-0088 800-236-5560 ext. 2169
Schedule an appointment Email

Meet your Summit Financial Advisor at:

Downtown Madison
State Street, Madison**
Thierer, Madison

Steven Mueller

Steven A. Mueller , CRPC®* LPL Financial Advisor

608-243-5000 ext. 2411 800-236-5560 ext. 2411
Schedule an appointment Email

Meet your Summit Financial Advisor at:

Baraboo
Rimrock Rd, Madison**
Stoughton

Jamie Letcher

Jamie Letcher , CRPC®* Vice President Wealth Management

608-271-1012 800-236-5560 ext. 2310
Schedule an appointment Email

Meet your Summit Financial Advisor at:

CUNA Mutual Group Branch, Madison
Yellowstone

Alex Herr

Alex Herr Financial Consultant

608-243-5000 ext. 7656 800-236-5560 ext. 7656
Schedule an appointment Email

Meet your Summit Financial Advisor at:

Stoughton
Black Business Hub
Baraboo**
Rimrock**

David Cutler

David Cutler LPL Financial Advisor

608-243-5000 ext. 8120 800-236-5560 ext. 8120
Schedule an appointment Email

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

Mark Gernetzke

Mark A. Gernetzke LPL Financial Advisor

608-243-5000 ext. 4365 800-236-5560 ext. 4365
Schedule an appointment Email

Meet your Summit Financial Advisor at:

Sun Prairie
Sun Prairie West

Isaac Morris

Isaac Morris Associate Financial Advisor

608-243-5000, ext. 4358 800-236-5560, ext. 4358
Schedule an appointment Email

Meet your Summit Financial Advisor at:

Middleton**
Headquarters
Fitchburg
Janesville
Monona
Monroe
Weston
Yellowstone

Samir Karimi

Samir Karimi Associate Financial Advisor

608-243-5000, ext. 2824 800-236-5560, ext. 2824
Schedule an appointment Email

Meet your Summit Financial Advisor at:

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

*CRPC conferred by College for Financial Planning.

The financial professionals at Summit Financial Advisors are financial advisors with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Summit Credit Union and Summit Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Summit Financial Advisors and may also be employees of Summit Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union or Summit Financial Advisors. Securities and insurance offered through LPL, or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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