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Summit Financial Advisors

Isaac Morris

Financial Advisor Isaac.Morris@lpl.com (608) 243-5000 ext. 4358 (800) 236-5560 ext. 4358 Locations About Isaac Morris, Associate Financial Advisor, has been building experience in the financial planning industry since 2011. He sees himself as an educator, helping members understand financial terms and break things down in a simplified manner. He knows that when members understand their options, they make informed, confident decisions.

Before joining Summit Financial Advisors, Isaac worked for companies outside of financial institutions, but he wanted to feel more connected with his clients. As a member of Summit Credit Union himself, Isaac jumped at the opportunity to join the credit union as an advisor.

Outside of the office, Isaac enjoys spending time with his spouse and four young children. Other hobbies of his include watching movies and TV shows, video games, traveling and motocross.
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.