Summit Financial Advisors

Chad Mueller

VP Wealth Management

chad.mueller@lpl.com

(800) 236-5560 ext. 3402

Locations

About

With over two decades in the financial services industry, Summit Financial Advisor Chad Mueller has dedicated his career to helping individuals and families navigate the path to and through retirement with confidence. Chad takes pride in helping clients simplify the complex, so they feel clear about the future.

Chad found Summit to be a great fit for him because of a shared belief in how financial relationships should be – built on trust, transparent and always centered on helping people make confident decisions. When you work with Chad, you’ll always have someone in your corner, ready to be a resource through all stages of life.

When he’s not in the office, Chad is spending time with his wife, Joni, and their three kids – Easton, Hadley and Harper – who keep life busy and fun. You’ll also find him enjoying outdoor activities, like golfing or skiing, or cheering on each and every Wisconsin sports team.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member / ). Insurance products are offered through LPL or its licensed affiliates. Summit Credit Union and Summit Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Summit Financial Advisors and may also be employees of Summit Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union or Summit Financial Advisors. Securities and insurance offered through LPL, or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) 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.

Summit Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit for more detailed information.