MEQUON, Wis. – April 13, 2023 – The Filla Latzke Group, a private wealth advisory practice with Ameriprise Financial in Mequon, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.
The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. The Filla Latzke Group was chosen based on assets under management, industry experience, compliance record and best practices in their practice, and approach to working with clients.
The Filla Latzke Group is led by Managing Directors Scott Latzke, CFP®, a Private Wealth Advisor with 23 years’ experience in the financial services industry, and Mark Filla, a financial advisor with 22 years’ experience. Latzke was named a Forbes Best-in-State Wealth Advisor in 2022 and 2023. He and Filla have been Ameriprise Circle of Success members for six years.
The team also includes Sarah Oberhofer, CFP®, AMPA™, CRPC™, Vice-President and financial advisor, and support staff Gregory Schauer, Chandra Hackett, Dawn Boegel and Renate Capek. Oberhofer has been named a Five Star Wealth Manager annually since 2013. The practice has $467 million in assets under management.
The Filla Latzke Group provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Scott Latzke or Mark Filla at (262) 797-4306, visit the Ameriprise office at 11039 N. Towne Square Road, Mequon, or review their team web site: https://www.ameripriseadvisors.com/team/the-filla-latzke-group/financial-advice-team/.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs. For more information, visit ameriprise.com.Visit forbes.com for additional information about Forbes.
