Locations

Whether you prefer to visit us at one of our five locations or connect from anywhere across the country, our team provides the same dedicated support to help you navigate your financial path.

Headquarters Office

1709 Landmark Dr, Cottage Grove, WI 53527

Available by appointment only.

Cottage Grove Rd Office

6420 Cottage Grove Rd, Madison, WI 53718

Available by appointment only.

Monona Office

5809 Monona Dr, Monona, WI 53716

Available by appointment only.

Rimrock Office

2424 Rimrock Rd, Ste 100, Madison, WI 53713

Available by appointment only.

Verona Office

881 W Verona Ave Suite D, Verona, WI 53593

Available by appointment only.

(608) 661-3400

alex.herr@lpl.com

2424 Rimrock Rd, Ste 100

Madison, WI 53719

Copyright © 2026 | Alex J HerrCheck the background of investment professionals associated with this site on FINRA's BrokerCheck.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.Your 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.LPL Financial Form CRS 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. 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: