Summit financial advisor honored by CUNA Brokerage Services, Inc.

For the fourth year in a row, Summit Financial Advisor Jamie Letcher has been appointed to broker-dealer CUNA Brokerage Services, Inc.’s (CBSI) Senior Advisor Leadership Team (SALT). The annual honor recognizes a select group of CBSI-registered financial advisors demonstrating excellence in sales and leadership.

A Financial Advisor with Summit since 2006, Letcher specializes in helping members develop and reach their retirement goals. He focuses primarily on assisting members with financial strategies in savings, insurance and investments. Letcher holds a bachelor’s degree from Creighton University in Omaha and an MBA from Edgewood College in Madison. He has also earned the Chartered Retirement Plan Counselor designation.

“In collaboration with our credit union partners, CBSI Advisors plays an instrumental role in guiding our firm to help people achieve financial security through retirement,” said Rob Comfort, President of CUNA Brokerage Services, Inc. “By being appointed to our 2021 Senior Advisor Leadership Team, Jamie has demonstrated a commitment to our mission and has earned the confidence of his peers to help lead our firm into the future.”

About Summit Credit Union (WI)

stablished in 1935, Summit Credit Union is a member-owned financial cooperative. Summit holds $7.3 billion in assets and has more than 261,100 members and 920 employees across 60 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. Summit was named to the Forbes list of America’s Best-In-State Credit Unions 2024. Summit was also recognized in 2024 for continued excellence in employee engagement as a Top Workplace USA by USA Today for the fourth consecutive year and a Top Workplace in the Madison area by the Wisconsin State Journal for the fifth year in a row. The Milwaukee Journal Sentinel named Summit a Top Workplace in Milwaukee in both 2023 and 2024. Additionally, and representative of its focus on financial education, Summit received the Governor’s Financial Literacy Award in 2010, 2014, and 2016 and the Governor’s Financial Literacy Award – Legacy in 2019. For more information, visit summitcreditunion.com or call 608-243-5000 or 800-236-5560. For additional media information, visit summitcreditunion.com/about-summit/press-room or follow Summit on Facebook and Instagram.

About CUNA Brokerage Services, Inc. (CBSI):

CUNA Brokerage Services, Inc. (CBSI) provides broker-dealer and registered investment advisory services to credit unions throughout the nation, offering a full range of investment and insurance products to help credit unions help their members reach a more secure financial position. CBSI, an affiliate of CUNA Mutual Group, is the leading broker-dealer serving the credit union marketplace. CBSI has more than 285 credit union programs, 430 active advisors, with more than $25 billion in assets under management.

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Corporate headquarters are located in Madison, Wis. Insurance and annuity products are issued by CMFG Life Insurance Company and MEMBERS Life Insurance Company, 2000 Heritage Way, Waverly, IA. 50677. Variable Products are underwritten and distributed by CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor.

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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

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