“At Summit, we’re all about helping you turn wishing, waiting and wondering into planning, doing and experiencing."
Tatiana Rosa-Bennett, Branch Manager
phone: (800) 236-5560, ext. 8507
branch fax: 414-251-3325
phone: (800) 236-5560, ext. 1029
fax: (414) 425-3690
*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), memberFINRA/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.