Visit us at our newest location located near the Hobby Lobby on Sunset Drive. We look forward to seeing you!
1103 Spring City Lane
Waukesha, WI 53186
9:00 am – 5:00 pm Mon-Thu
9:00 am – 6:00 pm Fri
9:00 am – 12:00 pm Sat
8:00 am – 5:30 pm Mon-Thu
8:00 am – 6:00 pm Fri
8:30 am – 1:00 pm Sat
Jamie Van Wagoner [email]
phone: (800) 236-5560, ext. 8504
branch fax: (262) 547-0645
Mortgage Loan Officer
Chad Johnson [email]
phone: (800) 236-5560, ext. 3005
fax: (608) 243-5023
Summit Financial Advisors*
David Cutler, Financial Advisor [email]
phone: (608) 243-5000, ext. 8120
*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are registered service marks of the College for Financial Planning.