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Scott A Latzke, Private Wealth Advisor serving the Mequon, WI area - Ameriprise Advisors

Scott A Latzke

CFP®

Private Wealth Advisor

Managing Director
The Filla Latzke Group
22
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies

Interests

I enjoy exercising, all things fitness and anything outdoors. I love to compete in triathlons and running events and enjoy the game of golf. Our family loves to ski, snowshoe, and be in the mountains. In the summertime, we visit my wife's (Val) family lake home often to waterski, boat, fish, swim and play games. Val and I enjoy traveling, food and wine and I like to cook. Nothing makes us happier than spending time with our family and watching our daughters compete in equestrian events and soccer.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022
  • Ameriprise Circle of Success, 2017-2021
  • The Filla Latzke Group, Ameriprise Client Experience Award, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7, 9, 10, 31, 63 & 65

Education

  • Valparaiso University, Valparaiso, IN - BS Business Admininstration - May 1997

Previous experience

  • Financial Advisor at Morgan Stanley, 2003-2016
  • Financial Advisor at Strong Investments, INC, 2000-2003

Community participation

Our family believes in supporting the community. Here is a partial list of organizations we support:

  • St. Francis Borgia Church and School - Cedarburg, WI
  • Rogers Memorial Hospital - Oconomowoc, WI
  • Children's Hospital WI
  • Challenged Athletes Foundation

We have supported many other organizations by taking leadership positions of non-profit organizations. Some organizations and roles include:

  • Past Chairman and Board Member of Catholic Memorial High School
  • Past Committee Member of The Lombardi Golf Classic
  • Past Advisory Board Member of the Medical College of Wisconsin DDC
  • Past Board Member of The Milwaukee Community Sailing Center