Years of Experience
5-20+ Years
WAUKESHA, WI
0 Disclosures
ADVISOR BIO
Craig Michael Mottl is a registered Investment Advisor Representative with Edelman Financial Engines. Craig has been in the industry since 2005 and has a Series 7, Series 63, and Series 65 license. Craig has worked at Wells Fargo Funds Distributor, LLC, TMFS Advisors, LLC, and Financial Engines Advisors L.L.C. Craig is also a Certified Financial Planner. Craig is registered with the state of Wisconsin and Texas.
SPECIALIZATIONS
FOX POINT, WI
9 Years Experience
1 Disclosures
ADVISOR BIO
Craig A Nichols is a registered representative of J.p. Morgan Securities LLC. Craig has been in the securities industry since 2010. Craig is registered to provide investment advice in 30 states. Craig's current firm is J.p. Morgan Securities LLC and their primary location is 8737 NORTH PORT WASHINGTON ROAD in FOX POINT, WI. Craig has been registered with J.p. Morgan Securities LLC since 2012. Craig was previously registered with CHASE INVESTMENT SERVICES CORP. Craig has passed the SIE, Series 6, Series 7TO, and Series 63 exams.
SPECIALIZATIONS
NEENAH, WI
50 Years Experience
0 Disclosures
ADVISOR BIO
Craig Smith is a financial professional with over 47 years of experience in the industry. He is currently registered with MML Investors Services, LLC, and is a Registered Representative (Series 7, 63, 6, 22, and SIE). Craig has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, businesses, and institutions. Craig is committed to building long-term relationships with his clients based on trust, integrity, and a deep understanding of their financial goals.
SPECIALIZATIONS
HARTLAND, WI
13 Years Experience
0 Disclosures
ADVISOR BIO
Creighton Dracca is a financial advisor who has been in the industry since 2012. Creighton currently works at Wintrust Investments LLC, and has experience with J.P. Morgan Securities LLC and Chase Investment Services Corp. Creighton is registered in 19 states and holds the Series 6, 7, 63, 66, and SIE licenses. Creighton's specializations include working with high-net-worth individuals, corporations, and pension plans. Creighton's firm offers financial planning, selection of other advisors, and portfolio management for individuals and businesses.
SPECIALIZATIONS
MADISON, WI
0 Disclosures
ADVISOR BIO
Crew Risgaard is an investment advisor representative at Merit Financial Advisors. Crew Risgaard has been in the industry since 2017. Crew Risgaard is registered with the state of Texas and the state of Wisconsin as an Investment Advisor Representative. Crew Risgaard holds a Series 65 license. Crew Risgaard specializes in investment management for individuals, businesses, and charitable organizations.
SPECIALIZATIONS
Luck, WI
34 Years Experience
1 Disclosures
ADVISOR BIO
Cris Moore is a financial advisor at Thrivent Investment Management Inc. in Luck, Wisconsin. Cris has been in the financial services industry since 1991. Cris has a Series 6, 7, 63, and 66 licenses. Cris also has a SIE license. Cris has been registered with the state of Wisconsin since 2004. Cris specializes in retirement planning and investment management. Cris is also a owner of Bon Ton Tavern in Luck, WI.
SPECIALIZATIONS
Middleton, WI
2 Years Experience
0 Disclosures
ADVISOR BIO
Cruse William Schuster is a financial advisor with Charles Schwab & CO., Inc. Schuster has been a registered investment advisor for over a year. Schuster holds a Series 7TO and SIE securities license, as well as a Series 66 securities license and a Series 63 securities license. Schuster has been in the industry for over a year. Schuster is registered in 51 states and the District of Columbia. Schuster is registered with the firm in the Brookfield, WI and Middleton, WI offices. Schuster offers financial planning and selection of other advisors services.
SPECIALIZATIONS
Madison, WI
0 Disclosures
ADVISOR BIO
Crystal Cox is a financial advisor with Wealthspire Advisors, licensed to provide investment advice in Wisconsin. Crystal has been working in the financial services industry for over a decade, and has been registered with the state of Wisconsin since January 4, 2021. Crystal holds the Series 66, SIE, and Series 7 licenses. Crystal's previous employers include Wealthspire Capital, LLC and Wells Fargo Clearing Services, LLC. Crystal is a Certified Financial Planner™ professional. Crystal specializes in providing financial planning, pension consulting, and selection of other advisors. Crystal's firm, Wealthspire Advisors, has offices in New York, NY and Madison, WI and manages over $21 billion in assets.
SPECIALIZATIONS
OAK CREEK, WI
8 Years Experience
0 Disclosures
ADVISOR BIO
Crystal Sdano is a financial advisor who has been in the industry since 2017. Crystal has a background in both insurance and financial advising. Crystal is currently registered with Osaic Wealth, Inc. Crystal provides financial planning, investment review, and portfolio management services for individuals and businesses. Crystal is also a licensed insurance agent. Crystal is committed to helping clients reach their financial goals.
SPECIALIZATIONS
GREEN BAY, WI
2 Years Experience
0 Disclosures
ADVISOR BIO
Crystal Joski is a registered representative with J.p. Morgan Securities LLC, an active firm with both Broker-Dealer and Investment Advisor registrations. Crystal is based in GREEN BAY, WI, and has passed the Series 63, Series 6TO, and SIE exams. Crystal is registered with the state of Arizona, Florida, Michigan, Texas, and Wisconsin, and has been active in the industry since September 2022.
SPECIALIZATIONS
