Edward Jones - Financial Advisor: Brad Mootz, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Brad Mootz is a Certified Financial Planner (CFP®) and financial advisor based in Platteville, Wisconsin. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. At Edward Jones, Brad emphasizes the importance of face-to-face conversations to understand his clients' financial goals. He serves individuals and families looking for personalized financial guidance to help them achieve their long-term financial objectives.

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