Craig

Mottl

CFP®

picture of a planner

Here to act in your best interests

About me

I’ve been working as a financial planner since 2007, helping my clients get on the right financial track so they can handle the challenges that come their way and look toward a satisfying retirement. Away from work, I’m most often with my wife and three children enjoying the outdoors as much as we can in all four seasons.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor degree, Business Administration - University of Wisconsin

Visit one of our Locations

Milwaukee

N16W23217 Stone Ridge Drive

Suite 100

Waukesha, WI 53188

Milwaukee - Appleton (Appt Only)

4650 W. Spencer Street

Appleton, WI 54913

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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