Mequon (Appointment Only) Financial Advisors

Our Mequon office is by appontment only. The Financial Engines Advisor Center in Mequon serves Ozaukee county, northern Milwaukee county and parts of Sheboygan and Washington counties. Our Mequon office is located near North Port Washington Road and West Glen Oaks Lane, about 1 mile north of Mequon Road and just west of I-43.

Office Location

1001 W. Glen Oaks Lane
Suite 225
Mequon, WI 53092
Map Office
Phone: (262) 717-0022
Fax: (262) 717-9579

Our Investment Advisors

Craig Mottl
CFS®
Senior Vice President - Financial Planning
Brian Eckert
CFS®
Senior Vice President - Financial Planning
Jim Collicott
CFS®, CRPC®
Senior Vice President - Financial Planning

Our Team


Becky Weisnicht

Chelsea Tryggestad
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