The Filla Latzke Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 32 reviews

The Filla Latzke Group: An Ameriprise private wealth advisory practice serving the Mequon, WI area.

The Filla Latzke Group, Forbes Best-in-State Wealth Management Teams, 2023

  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

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

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

Learn more about how we can help you meet your financial goals

Events

Spring clean your finances

You are invited to an exclusive webinar presentation “Spring clean your finances”.

During this complimentary session we’ll talk about:

· The importance of doing a full review of your finances every year

· What areas should be focused on the most

· How to set yourself up for financial success for the rest of the year.

View all events

Honored to receive recognition

We’ve got some exciting news to share: The Filla Latzke Group has been named to the 2023 Forbes Best-in-State Wealth Management Teams list. We couldn’t be prouder, as this achievement reflects our shared commitment to helping our clients feel confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

Our videos

7 videos
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Improving employee financial wellness can help your bottom line
Improving employee financial wellness can help your bottom line

Find out how adding to your total benefits package can make a difference for your business and your employees. (2:01)

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What recent bank failures may mean for investors
What recent bank failures may mean for investors

In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system. (3:34)

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What’s ahead for the housing market?
What’s ahead for the housing market?

Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price. (3:39)

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Tax diversification: How to keep more of your money
Tax diversification: How to keep more of your money

Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (2:15)

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The secure site on ameriprise.com
The secure site on ameriprise.com

Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:07)

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Consider your chances
Consider your chances

There's a lot of chance you encounter along life's journey. If you're not planning for chance, chances are you're risking your financial future. (3:36)

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Be confident, connected and in control of your financial life
Be confident, connected and in control of your financial life

We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
Refer us
Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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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)