Team profile


Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies

Awards & recognition

  • Scott A Latzke, Ameriprise Circle of Success, 2017, 2018, 2019 and 2020
  • Mark Filla, Ameriprise Circle of Success, 2017, 2018, 2019, 2020

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.