Mark Filla, Financial Advisor serving the Mequon, WI area - Ameriprise Advisors

Mark Filla

Financial Advisor

Managing Director

The Filla Latzke Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Deciding the right next move in changing markets can be a challenge. But the right financial advice can help you best position your portfolio to take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personal financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we built together was designed to factor in market ups and downs. Contact me for a complimentary initial consultation to discuss your financial goals.

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2023 stock market reflections: The year’s highs and lows December 04, 2023 Read more

Have the storm clouds passed? November 20, 2023 Read more

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3 steps to weather an uncertain end to 2023

3 steps to weather an uncertain end to 2023

As the year winds down, investors may have more questions than answers about where the market and economy are headed. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares three steps that investors can take to help weather the present uncertainty as 2023 ends. (5:19)

November 08, 2023 Play video

View more markets and economic insights

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Financial advice I can count on

Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)

Mark Filla may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.