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Summit Financial Advisors

Alex Herr, MS, ChFC®

Financial Advisor Alex.Herr@lpl.com (608) 243-5000 ext. 7656 (800) 236-5560 ext. 7656 Locations About Say hello to Alex Herr, a Financial Advisor with Summit Financial Advisors. Alex joined Summit Financial Advisors in 2022, driven by a lifelong passion for financial literacy and planning. He has been in the financial services industry for more than 10 years and earned a master’s degree in personal financial planning from Kansas State University.

Alex’s approach to financial advising starts with building a personal connection and understanding your unique goals and values. He encourages open and honest conversations, so he can create a customized financial plan that will help you feel confident in your decisions.

Outside of work, Alex and his husband, Ryan, enjoy exploring their culinary skills in the kitchen, embarking on new travel adventures and tackling DIY projects around the house. As a board member with the Out Professional Engagement Network (OPEN Madison), Alex is dedicated to promoting diversity and inclusion within the professional community.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member / ). 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.Summit Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit for more detailed information.
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* The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2023, gathered from the Home Mortgage Disclosure Act data compiled annually by the Consumer Financial Protection Bureau. The results of the data were obtained through the LEI: 254900NTAC4H10MGSU23 ** SBA Lender of the Year Award for Credit Unions as awarded by the Small Business Administration of Wisconsin in 2024. Copyright 2025 © Summit Credit Union. All rights reserved. If you are using a screen reader and are having problems using this website, please call 608-243-5000 for assistance.