Craig Michael Mottl

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 11/2016
  Tmfs Advisors, Llc
  Overland Park, KS
• 11/2016 → Present
  Financial Engines Advisors L.L.C.
  Waukesha, WI

Previous Registrations

• 2013-07-01 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Overland Park, KS
  Waukesha, WI
• 2012-10-05 → 2013-07-01
  The Mutual Fund Store
  Waukesha, WI
• 2007-09-13 → 2012-04-10
  Allspring Funds Management, Llc
  Menomonee Falls, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-12
• S63 Uniform Securities Agent State Law Examination
  2005-09-28

Designations

• Certified Financial Planner

Other Names

• Craig Michael Mottl