portrait of Craig A Lotz

Craig A Lotz

AAMS™
3546 E Sivyer Ave St Francis, WI 53235 opens in a new window call Craig A Lotz at Call Me
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In 2000, I began my Edward Jones career as a financial advisor in Milwaukee. Prior to that, I worked for the Department of the Navy from 1994-2000 and was in the Naval Reserve from 1994-2004.

In 2005, I earned the AAMS™ designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My spouse, Angela, and I have three children, Abigail, Pete and Amanda.

My branch office administrators, Sue and Lisa, have years of experience and are dedicated to providing you with the highest level of service possible.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

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

Office Information

Office 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

Branch Team

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