A Milwaukee-based advisory firm with $344 million under management has joined Ameriprise from Morgan Stanley.
Scott Latzke and Mark Filla, making up The Filla Latzke Group, said in a statement that Ameriprise was the best fit for their firm.
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“We chose Ameriprise because it provides our team with the capabilities and flexibility to deliver financial planning solutions that are tailored to our clients' needs,” the statement read. “As we explored our options, we recognized that Ameriprise is a great fit for advisers who are focused on growing their businesses.”
Manish Dave, senior vice president of business development at Ameriprise, said such moves by advisers are a testament to the services and support provided by the broker-dealer, which has a national network of approximately 10,000 advisers.
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“Advisers like what they see with Ameriprise,” Mr. Dave said “The continued movement of some of the best in the industry to our firm is a reflection of their enthusiasm and why they're picking Ameriprise to help their practices grow and flourish into the future.”
Ameriprise, through its advisory network, serves more than 2 million clients and had nearly $800 billion under management and advisement as of the most recent earnings report.
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