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 email@example.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
About Summit Credit Union (WI)
Established in 1935, Summit Credit Union is a member-owned financial cooperative. Summit holds $6.4 billion in assets and has more than 240,000 members and 945 employees across 55 locations throughout south-central and southeastern 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, Summit was named a Top Workplace in the USA in 2021, 2022 and 2023 by Top Workplaces USA and a Top Workplace in the Madison area for 2021, 2022 and 2023 by the Wisconsin State Journal.
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, Instagram and Twitter.