portrait of Brad Mootz

About Brad

Are you questioning the wisdom of your current investment strategy and your financial future?

Uncertainty can test the nerves of even the most experienced investors. This is why you need a financial team who will be your partner for life and help you stay on track. I take the time to develop a personal relationship with all of my clients. By understanding what is most important to them, I use a solution-based process to create personalized strategies to achieve those goals.

I learned the value of hard work, determination and integrity at a young age on my family’s multi-generational farm in...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Sustainable investing
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesOctober 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin,PlattevilleBachelor of Science

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Running
  • Golfing
  • Community Outreach

Team Members

  • Dana King
    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 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends

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