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Our financial advice team


Mark Filla

Mark Filla

CIMA®

Financial Advisor

Managing Director
The Filla Latzke Group
20
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

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies

Awards & recognition

  • Ameriprise Circle of Success, 2017-2020

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • Series 7, 31 & 66

Previous experience

  • Financial Advisor at Morgan Stanley, 2001-2016

Community participation

Boardmember at Kathy's House