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 david.solheim@summitcreditunion.com 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 www.summitcreditunion.com or call 608-243-5000 or 800-236-5560.
For additional media information, visit https://www.summitcreditunion.com/about-summit/press-room or follow Summit on Facebook and Instagram.
