Summit Credit Union welcomes David Solheim as Financial Advisor

Madison native will bring personalized financial strategies to five area communities

MADISON, WI (January 16, 2018) — Summit Credit Union announced today that David Solheim has joined Summit as a new Financial Advisor through CUNA Brokerage Services, Inc. Solheim joins the member-owned financial cooperative to advise members of the Fitchburg, Cottage Grove, Westport, Monona and Janesville branches.

An industry veteran, Solheim has worked in finance for over a decade and brings financial knowledge and a commitment to building meaningful relationships with members.

As a Summit Financial Advisor, Solheim will offer members custom services by establishing, maintaining and protecting their wealth with financial strategies tailored to their individual needs and goals.

A native of Madison, Solheim graduated from the University of Wisconsin–Madison in 2007 and East High School in 2003.

To schedule a complimentary consultation, current or prospective members can contact David at or 608-243-5000 ext. 2180.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI),

member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract

with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC

insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial

institution. FR-1987351.1-0118-0220 

About Summit Credit Union (WI)

Established in 1935, Summit Credit Union is a member-owned financial cooperative. Summit holds $6.8 billion in assets and has more than 252,000 members and 967 employees across 57 locations throughout Wisconsin. Since 2002, Kim Sponem has been CEO & President of Summit Credit Union, formerly known as CUNA Credit Union/Great Wisconsin Credit Union. Recognized for its excellence in employee engagement, in 2021, 2022 and 2023 Summit was named both a Top Workplace in the USA by Top Workplaces USA and a Top Workplace in the Madison area by the Wisconsin State Journal. In 2023 it has added a Top Workplace award in Milwaukee by the Milwaukee Journal Sentinel. For more information, visit or call 608-243-5000 or 800-236-5560. For additional media information, visit or follow Summit on Facebook and Instagram.


Jason Waller
Cell: 608-698-5948
Work: (608) 243-5000, ext. 6862

More News