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Summit Street Wealth Management
Summit Street Wealth Management (SSWM) is a resource of Bank Five Nine. Whether you're a first-time investor with questions, or a savvy planner, SSWM can help plan your financial future. They offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstnces, and your objectives. Individuals, families and businesses alike can benefit from the support of these experienced advisors.
To learn more about Summit Street Wealth Management, or to contact an advisor, call (262) 354-6000 or Send an Email.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bank Five Nine and Summit Street Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Summit Street Wealth Management, and may also be employees of Bank Five Nine. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank Five Nine or Summit Street Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value