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Summit Financial Advisors

Steven A. Mueller, CRPC®

Financial Advisor steven.mueller@lpl.com (608) 243-5000 ext. 2411 (800) 236-5560 ext. 2411 Locations About As someone with over 25 years of financial industry experience, Steven knows he aligns with the people-helping-people philosophy, and he is passionate about his Advisory role with Summit Financial Advisors. When you choose to partner with Steven, you’re choosing an advisor who approaches every interaction with respect, curiosity and a genuine desire to help. He believes every client relationship is unique, and your investment plan should reflect your individual needs and goals.Outside the office, Steven enjoys spending his time off with his wife and daughter, traveling the world looking for that perfect beach sunset. Fun fact: He’s been a short-track speed skater for over 50 years! ^CRPC conferred by College for Financial Planning.
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.