Team profile


What you can expect when you work with us

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.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies

Awards & recognition

  • The Filla Latzke Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Mark Filla, Ameriprise Circle of Success, 2017-2023
  • Scott A Latzke, Ameriprise Circle of Success, 2017-2023
  • Scott A Latzke, Forbes Best-in-State Wealth Advisors, 2022-2024
  • Scott A Latzke, Ameriprise Ultimate Digital Excellence Award, 2023
  • Scott A Latzke, AdvisorHub Advisors to Watch (under $1Bil), 2023
  • 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.