Unclaimed Profile

Craig Michael Mottl

TMFS-MILWAUKEE, LLC·WAUKESHA, Wisconsin

Series 7, Series 63, Series 65CFPClean record18 years registeredTMFS-MILWAUKEE, LLC

21675 LONG VIEW DRIVE SUITE 300, WAUKESHA, WI 53186CRD# 5018780Firm CRD# 138243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Michael Mottl · WAUKESHA, WI

Registration

CRD #5018780 · TMFS-MILWAUKEE, LLC · 18 years registered

Brand Profile

Not yet started

Career History

EDELMAN FINANCIAL ENGINES

Nov 2016 – present

FINANCIAL ENGINES ADVISOR CENTER, LLC

Jul 2013 – Nov 2016

WAUKESHA, WI

THE MUTUAL FUND STORE

Oct 2012 – Jul 2013

WAUKESHA, WI

WELLS FARGO FUNDS MANAGEMENT, LLC

Sep 2007 – Apr 2012

MENOMONEE FALLS, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 13, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TMFS-MILWAUKEE, LLC

CRD 138243 · SEC 801-67946

AUM

$121M

Regulatory assets under management

Employees

609 client accounts

Services offered by TMFS-MILWAUKEE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TMFS-MILWAUKEE, LLC →

Introduction

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Frequently Asked Questions

What services does Craig Michael Mottl offer?

Craig Michael Mottl specializes in Financial Planning, Investment Management. Contact their office in WAUKESHA, Wisconsin for a consultation.

What are Craig Michael Mottl's credentials?

Craig Michael Mottl holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Craig Michael Mottl located?

Craig Michael Mottl is based in WAUKESHA, Wisconsin, working with TMFS-MILWAUKEE, LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.

How does Craig Michael Mottl charge for services?

Craig Michael Mottl's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TMFS-MILWAUKEE, LLC?

TMFS-MILWAUKEE, LLC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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