Filla Latzke Group Again Recognized as Best-in-State Wealth Management Team by Forbes

MEQUON, Wis. – March 21, 2024 – PRLog — For the second consecutive year, the Filla Latzke Group, a private wealth advisory practice with Ameriprise Financial in Mequon, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. The Filla Latzke Group was chosen based on assets under management, industry experience, compliance record and best practices in their practice, and approach to working with clients.

The Filla Latzke Group is led by Managing Directors Scott Latzke, CFP^®, a Private Wealth Advisor with 24 years’ experience in the financial services industry, and Mark Filla, a financial advisor with 23 years’ experience. Latzke was named a Forbes Best-in-State Wealth Advisor in 2022 and 2023. He and Filla have been Ameriprise Circle of Success members for seven years.

The team also includes Sarah Oberhofer, CFP^®, AMPA™, CRPC™, Vice-President and financial advisor, and support staff Gregory Schauer, APMA™, Chandra Hackett, Dawn Boegel and Renate Capek. Oberhofer has been named a Five Star Wealth Manager annually since 2013. The practice has $535 million in assets under management.

The Filla Latzke Group provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Scott Latzke or Mark Filla at (262) 797-4306, visit the Ameriprise office at 11039 N. Towne Square Road, Mequon, or review their team web site: https://www.ameripriseadvisors.com/team/the-filla-latzke-group/financial-advice-team/.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 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 ameriprise.com (https://www.ameriprise.com/).

Visit forbes.com (https://www.forbes.com/?sh=59749c1f2254) for additional information about Forbes.

# # #

Source: Forbes, “Forbes Best-in-State Wealth Management Teams,” Jan. 9, 2024.

The 2024 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institutions, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.