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Our financial advice team


Greg Schauer Ameriprise Financial Advisor

Greg Schauer

Financial Advisor

The Filla Latzke Group
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Estate Planning Strategies

Interests

In my free time, I enjoy being outdoors doing anything from running (half and full marathons), water sports, snow sports and playing with my two kids. I'm in a golf league in the summer and often play indoor soccer in the winter. Travelling has become a family favorite activity, with the kids enjoying Colorado, Florida and the Caribbean, and their wish list for our family destinations grows daily! My wife and I enjoy watching our daughter perform in competitive dance competitions and our son compete in soccer and chess.

Community participation

Milwaukee Public Museum - Fundraiser and Volunteer

Muscular Dystrophy Association - Gala Committee Member

Qualifications

  • Series 7 & 66

Education

  • University of Wisconsin-Whitewater, BBA in Finance - May 2000

Previous experience

  • Financial Advisor at Thrivent Financial, 2014-2018, 4
  • Account Administrator, Consultant, BMO Financial Corp. (acquired M&I Corp.), 2005-2014, 11
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