Bradley Joseph Mootz

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-01-03
WI	RA	APPROVED	2015-01-30

TX RA
APPROVED_RES

Since 2020-01-03
WI RA
APPROVED

Since 2015-01-30

Branch Locations

305 Business Highway 151 East Suite B, Platteville, WI 53818 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St. Louis	MO	10/2014	Present

10/2014 → Present

Edward Jones

St. Louis, MO

Other Businesses

Mootz Mound Farms, LLC Type of business: Agriculture Belmont, WI Start date: 1/1/2022 Partner Hours per week: 4 Hours during trading: 0 Manage and rent feedlots, pastures, etc. Landlord * Mootz Mound Properties, LLC Type of business: Agricultural Belmont, WI Start date: 1/1/2022 Partner Hours per week: 8 Hours during trading: 0 Landlord * Empire Group, LLC Type of business: Commercial Rental Shullsburg, WI Start date: 1/1/2026 Partner Hours per week: 4 Hours during trading: 0 Co-owner with Robert Hundhausen of a commercial rental property.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-12-05

S66 Uniform Combined State Law Examination

2014-12-05

Designations

Certified Financial Planner

View on SEC IAPD