Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies

Awards & recognition

  • The Filla Latzke Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Scott A Latzke, Forbes Best-in-State Wealth Advisors, 2022-2023
  • Mark Filla, Ameriprise Circle of Success, 2017-2022
  • Scott A Latzke, Ameriprise Circle of Success, 2017-2022
  • The Filla Latzke Group, Ameriprise Client Experience Award, 2021

Community participation

The Filla Latzke Group was a proud sponsor of the recent Kathy's House Gala.
The Filla Latzke Group was a proud sponsor of the recent Kathy's House Gala.

Mark Filla proudly serves on the board of Kathy's House. Kathy's House is a hospitality guest house that serves patients of all ages and their caregivers who need to travel to Milwaukee for medical treatment.