Trending...
- Google AI Quietly Corrects the Record on Republic of Aquitaine's Legal Sovereignty
- 2 Funny Native Comedy Night Comes To St Croix Casino Hertel
- Make Innovation Matter: Support H.R.1's R&D Expensing Relief for American Small Businesses
Ameriprise Financial Private Wealth Advisor, based in Mequon, Wis., office, recognized for ethics, professionalism and success by Forbes
MEQUON, Wis. - WisconsinEagle -- Scott A. Latzke, CFP®, a Private Wealth Advisor with Ameriprise Financial in Mequon, was named to the list of "Best-in-State Wealth Advisors" published by Forbes magazine. The list recognizes financial advisors 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. Latzke was chosen based on assets under management, industry experience, compliance record and best practices in his practice, and approach to working with clients. Latzke is Managing Director of the Filla Latzke Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, with $354 million in assets under management. The team has more than 150 years combined experience in the financial services industry.
Latzke graduated from Valparaiso University with a B.S. in Business Administration, and has 22 years' experience in the financial services industry. He has been an Ameriprise Circle of Success member since 2017. The Filla Latzke Group earned the Ameriprise Client Experience Award in 2021.
More on Wisconsin Eagle
As a private wealth advisory practice, 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 at (262) 797-4306, or visit the Ameriprise office at 11039 N. Towne Square Road, Mequon, Wis. 53092.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive advisory, 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 or https://www.ameripriseadvisors.com/team/the-filla-latzke-group/financial-advice-team/scott.latzke.
Visit forbes.com for additional information about Forbes.
Source: Forbes, "Best-in-State Wealth Advisors," April 7, 2022.
The Forbes Top Women, Best-in-State Women and Best-in-State Wealth Advisor rankings are developed by SHOOK Research and are 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. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client's experience and are 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: http://www.shookresearch.com/. SHOOK is a registered trademark of SHOOK Research, LLC.
More on Wisconsin Eagle
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
The rankings are based on data provided by thousands of the nation's most productive advisors. Latzke was chosen based on assets under management, industry experience, compliance record and best practices in his practice, and approach to working with clients. Latzke is Managing Director of the Filla Latzke Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, with $354 million in assets under management. The team has more than 150 years combined experience in the financial services industry.
Latzke graduated from Valparaiso University with a B.S. in Business Administration, and has 22 years' experience in the financial services industry. He has been an Ameriprise Circle of Success member since 2017. The Filla Latzke Group earned the Ameriprise Client Experience Award in 2021.
More on Wisconsin Eagle
- The AML Shop Launches New Financial Investigations Unit, Appoints Director to Lead the Initiative
- Raidium révolutionne le diagnostic de la Sclérose en Plaques en partenariat avec l'Hôpital Fondation Adolphe de Rothschild
- New Podcast "Spreading the Good BUZZ" Hosted by Josh and Heidi Case Launches July 7th with Explosive Global Reach and a Mission to Transform Lives
- The Herbal Care, Led by Markel Bababekov, Becomes a Top Dispensary in NYC's Upper East Side
- Digital Watchdog Launches New myDW Cloud Services
As a private wealth advisory practice, 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 at (262) 797-4306, or visit the Ameriprise office at 11039 N. Towne Square Road, Mequon, Wis. 53092.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive advisory, 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 or https://www.ameripriseadvisors.com/team/the-filla-latzke-group/financial-advice-team/scott.latzke.
Visit forbes.com for additional information about Forbes.
Source: Forbes, "Best-in-State Wealth Advisors," April 7, 2022.
The Forbes Top Women, Best-in-State Women and Best-in-State Wealth Advisor rankings are developed by SHOOK Research and are 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. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client's experience and are 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: http://www.shookresearch.com/. SHOOK is a registered trademark of SHOOK Research, LLC.
More on Wisconsin Eagle
- Stan Fitzgerald Appointed Acting Press Secretary for Veterans for America First VFAF Georgia State Chapter
- Drone Light Shows Emerge as the New Standard in Live Event Entertainment
- Lore Link is Here to Help Organize Your Game
- Chappaqua's Annual Townwide Summer Sale – Unbeatable Savings at Your Favorite Local Boutiques!
- Skyline Partners with ZenSpace to Offer Private Meeting Pods for Trade Show Exhibitors
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
Source: Ameriprise Financial
0 Comments
Latest on Wisconsin Eagle
- $12.8 Million Net Revenue for 2024 for Cloud-Based Crowdsourcing Recruitment and SaaS-Enabled HR Solutions Provider: Baiya International Group Inc
- Hire Virtue Announces Executive Sponsorship Opportunity for Houston Hiring Blitz & Job Fair on August 6, 2025
- Inked & Maxim Model Teisha Mechetti Turns Heads—And Builds Community Impact
- Plan to Launch Silo Technologies' Cybersecurity Pilot Program for Ultimate Nationwide Deployment via Exclusive Partnership: Stock Symbol: BULT
- Robert Michael & Co. Real Estate Team Celebrates Industry Recognition and Showcases Premier Central Florida Listings
- AI-Based Neurotoxin Countermeasure Initiative Launched to Address Emerging National Security Needs: Renovaro, Inc. (N A S D A Q: RENB)
- The Naturist World Just Shifted — NaturismRE Ignites a Global Resurgence
- Colbert Packaging Receives Safe Quality Food (SQF) Certification
- $796,000 in Q2 Revenue Marks Highest Earnings to Date on 3 Trailing Quarters of Profitability in Multi-Billion Homebuilding Sector: Stock Symbol: IVDN
- Cybersecurity is THE Hot Market Sector; Revenues, Earnings & Profit matter; Only 33 Million Shares + a Huge Short Position Equal an Undervalued Stock
- Despite Global Calls for a Ban, US Child Psychiatry Pushes Electroshock for Kids
- Franco Polished Plaster Celebrates 35 Years of Bringing Walls to Life in the UK
- Spartan & Guardians Partner with Guitar Legend Buckethead to Support Global Child Rescue Efforts
- Preliminary.online Introduces Short-Term Job-Readiness Courses with Employer-Verified Certifications
- Psychologist-Turned-Hermeticist Releases Modern Guide to the Seven Hermetic Principles
- Winners Announced for Asia Pacific Business Awards 2024-2025
- Hamvay-Lang and Lampone.hu Join Forces with AIMarketingugynokseg.hu to Elevate Hungarian Lifestyle Brands on the Global Stage
- Google AI Quietly Corrects the Record on Republic of Aquitaine's Legal Sovereignty
- NYC Leadership Strategist Stacie Selise Launches Groundbreaking 4S Framework Series to Redefine Executive Excellence
- Make Innovation Matter: Support H.R.1's R&D Expensing Relief for American Small Businesses