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Summit Financial Advisors

Jay Haselwander, RICP®

Financial Advisor jay.haselwander@lpl.com (608) 243-5000 ext. 5013 (800) 236-5560 ext. 5013 Locations About Jay Haselwander, Financial Advisor, has a deep understanding of the industry – having held previous roles leading advisors and training advisors. He offers holistic, comprehensive advice, specializing in modeling and offering guidance on retirement distribution strategies. Jay takes pride in helping his clients understand not only their investment picture, but also how certain decisions can impact their tax liability.

Why does Jay like working with Summit Credit Union members? He feels passionate about a service-oriented approach, where the members’ best interests come first. And that’s what Summit Financial Advisors is all about!

When he’s not helping members, Jay loves to spend time with his family, cook, read and stay active by playing golf and basketball.
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.