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SUMMIT FINANCIAL ADVISORS


Check the background of investment professionals on FINRA's BrokerCheck

Samir Karimi - Associate Financial Advisor

Waunakee
City Station
Westport

608-243-5000, ext. 2824
800-236-5560, ext. 2824

Isaac Morris - Associate Financial Advisor

Yellowstone*
Shorewood Hills*

Middleton Branch*

608-243-5000, ext. 4358
800-236-5560, ext. 4358
*Available by appointment only at Yellowstone, Shorewood Hills, and Middleton

David Cutler - Financial Advisor

West Milwaukee
VA Medical Center*
Lake Mills*
Watertown*
Oconomowoc*
Cottage Grove*

608-243-5000, ext. 8120
800-236-5560, ext. 8120
*Available by appointment only at VA, Lake Mills, Cottage Grove and Watertown

Travis Caswell - Associate Financial Advisor

American Parkway*
Beaver Dam*

608-243-5000, ext. 1043
800-236-5560, ext. 1043
*Available by appointment only at American Parkway and Beaver Dam

Mark A. Gernetzke - Financial Advisor

Sun Prairie
Sun Prairie West

608-243-5000, ext. 4365
800-236-5560, ext. 4365

Brian J. Kopp, CRPC® - Financial Advisor

Mt. Horeb
Old Sauk, Madison
Portage
City Station, Madison*

608-243-5000, ext. 5013
800-236-5560, ext. 5013
*Available by appointment only at City Station

David Solheim, CRPC® - Financial Advisor

Cottage Grove Headquarters
Fitchburg
Monona
Westport*
Janesville*

608-243-5000, ext. 2180
800-236-5560, ext. 2180
*Available by appointment only at Westport and Janesville

Brennan Scheel - Financial Advisor

Franklin

Brookfield*
Greenfield*
Muskego*
New Berlin*
Waukesha*

Waukesha Northeast*

 

608-243-5000, ext. 8225
800-236-5560, ext. 8225
*Available by appointment only at Brookfield, Greenfield, Muskego, New Berlin and Waukesha,

Jamie Letcher, CRPC® - Vice President Wealth Management

CUNA, Madison

608-271-1012
800-236-5560, ext. 2310

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

Downtown Madison
State Street, Madison
Thierer, Madison
Waunakee

608-231-0088
800-236-5560, ext. 2169

Steven A. Mueller, CRPC® - Financial Advisor

Baraboo
Stoughton
Rimrock Rd, Madison*

608-243-5000, ext. 2411
800-236-5560, ext. 2411
*Available by appointment only at Rimrock Rd