BROOKFIELD, Wis. - Dec. 1, 2016 - PRLog -- Mark Filla, CIMA® and Scott Latzke, CFP®, have joined the Brookfield office of Ameriprise Financial Services Inc., as financial advisors and managing directors of the Filla Latzke Group. Their office is at 16650 W. Bluemound Road, Suite 800.
Filla and Latzke, who have more than $340 million in assets under management, come to Ameriprise from Morgan Stanley, where they worked primarily with individuals on retirement and financial planning. Filla holds a B.A. in English from St. Mary's University of Minnesota. Latzke earned a B.S. in business administration and finance from Valparaiso University.
"We're thrilled to join Ameriprise Financial and fully embrace its focus on retirement, asset management and financial planning," Mark Filla said. "The firm's advisors share a common mission of helping clients achieve their goals, and that was a tremendous draw for us."
"We wanted to align with a firm whose culture and values reflect what's important to us," Scott Latzke said. "Ameriprise has a 120-year legacy of helping people feel confident about their financial futures. This tradition, along with new resources and tools to serve clients even better, made it clear this was the right fit for us."
As financial advisors, Filla and Latzke provide financial advice that is built on a solid understanding of client needs and expectations, and provided in one-on-one relationships with their clients. For more information, please contact Mark Filla or Scott Latzke at (262) 785-1010.
About Ameriprise
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 120 years. With outstanding asset management, advisory and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
For more information, visit https://www.ameriprise.com, https://www.ameripriseadvisors.com/mark.filla, or https://www.ameripriseadvisors.com/scott.latzke.
Investment advisory products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2016 Ameriprise Financial, Inc. All rights reserved.
Contact
Ameriprise Financial Services Inc.
262-785-1010
***@ampf.com
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