Craig
Mottl
CFP®
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.
