Contact a RepresentativeSponsored By
Summit Credit Union
HomeInsuranceInvestmentsMy ServicesResource Center
Forms & FAQsContact UsSign In
Work With Someone You Trust

Helping you plan for life, our experienced professionals listen to your needs and then help you make the right financial decisions for you and your family. This means taking you from where you are now through retirement. We specialize in answering questions about retirement, 401(k), pensions and other types of retirement plans.

Whatever your need, large or small, the Summit Financial Advisors program is here to help you with a variety of insurance and investment needs. You can count on us to do what's right for you. Please contact a Summit Financial Advisors Representative serving Summit Credit Union members for more information and to talk to someone you can trust.
Learn about our seminars

Take a Retirement Road Test
More Info  
Jody A Brown, CLU ChFC
Financial Advisor
CA insurance license #:0F17852
(608) 231-0088 or
(800) 236-5560 ext. 2169
2424 Rimrock Rd
Madison, WI 53713
E-mailOther LocationsMore Info
More Info  
Mark A Gernetzke
Financial Advisor
(608) 243-5000 ext. 4365 or
(800) 236-5560 ext. 4365
4800 American Pkwy
Madison, WI 53718
E-mailMore Info

More Info  
Brian J Kopp
Registered Representative
(608) 243-5000 ext. 5013 or
(800) 236-5560 ext. 5013
645 Junction Rd
Madison, WI 53717
E-mailMore Info
More Info  
Mark A Miller
Financial Advisor
(608) 243-5000 ext. 4009 or
(800) 236-5560 ext. 4009
307 E Wilson St
Madison, WI 53703
E-mailMore Info

More Info  
James Letcher
Financial Advisor
(608) 271-1012 or
(800) 236-5560 ext. 2310
5810 Mineral Point Road
Madison, WI 53705
E-mailOther LocationsMore Info

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. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.

VeriSign Seal

©1997-2010 CUNA Mutual Group.