Brad Mootz, Financial Advisor located in Platteville, WI

Financial Advisor
Brad Mootz

CFP®, AAMS®, AFFP®
305 Business Highway 151 East, Suite B, Platteville, WI 53818opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Sustainable Investing
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • AFFP®

    Agriculture Focused Financial Planning™

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Running
  • Golfing
  • Community Outreach

Team Members

  • Dana King
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends

Phone

(608) 348-7623

Fax

(888) 658-1884

Office Address

305 Business Highway 151 East
Suite B
Platteville, WI 53818opens in a new window

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