portrait of Craig A Lotz

About Craig

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 to 2000 and was in the Naval Reserve from 1994 to 2004.

In 2005, I earned the AAMS™ designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a professional education program, pass a final examination, agree to their Standards of Professional Conduct and agree to complete continuing education.

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

My branch office administrators, Sue and Lisa, have years...

Focus Areas

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

Work History

  • Edward JonesJune 2000 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Maryland-College ParkMBA (Masters of Bus Admin)
  • US Merchant Marine AcademyBachelors

Team Members

  • Susan Horounziak
    Sr. Branch Office Administrator
  • Lisa Lennon
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More