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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 circumstances, 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 visit their website at summitstreetwm.com.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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: