Summit Financial Advisors

Jeremy McArthur

Financial Advisor

jeremy.mcarthur@lpl.com

(608) 243-5000 ext. 3144

(800) 236-5560 ext. 3144

Locations

About

Jeremy McArthur is a Financial Advisor at Summit Financial Advisors, where he partners with individuals and families to provide confidence and clarity at every stage of their financial journey. Whether it's planning for retirement or preserving what matters most, Jeremy is known for offering straightforward, personalized guidance rooted in his clients’ unique goals and values.

Jeremy has been in the wealth services industry since 2020, driven by a passion for helping others make informed, values-based financial decisions. Over the years, he has built a reputation for thoughtful planning, strong relationships, and a commitment to delivering meaningful results. His approach is centered on truly understanding each client’s financial picture and creating strategies that support long-term performance.

Jeremy holds a Bachelor's degree in Finance from St. Cloud State University. His combined expertise in finance, regulation, and people management allows him to build relationships quickly and guide clients with empathy and insight.

Born and raised in Minnesota, Jeremy relocated to Madison, Wisconsin in 2022. He’s known for his warm, approachable style and for building lasting relationships through consistent communication and thoughtful planning. Outside the office, Jeremy enjoys golfing, playing and watching hockey, camping, and fishing—especially when it means spending quality time with family and friends.

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.