Craig Lotz, Financial Advisor located in St Francis, WI

Financial Advisor
Craig A Lotz

MBA, AAMS®
3546 E Sivyer Ave, St Francis, WI 53235opens in a new window
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Focus Areas

  • Business Retirement Plans
  • Employee Stock Options
  • Retirement Income Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Lisa Lennon
    Associate Financial Advisor
  • Susan Horounziak
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(414) 383-5347

Fax

(888) 241-1754

Office Address

3546 E Sivyer Ave
St Francis, WI 53235opens in a new window

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