Craig
Mottl

CFP®

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Craig Mottl

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, University of Wisconsin

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Milwaukee

N16W23217 Stone Ridge Drive
Suite 100
Waukesha, WI 53188

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Milwaukee - Appleton (Appt Only)

4650 W. Spencer Street

Appleton, WI 54913

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health