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 232
Mequon, WI 53092
Map Office
Phone: (262) 717-0022
Fax: (262) 717-9579

Our Investment Advisors

Craig Mottl
Senior Vice President - Financial Planning
Jim Collicott
Senior Vice President - Financial Planning
Shannon Daly
Senior Vice President - Financial Planning

Our Team

Becky Weisnicht
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