Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Allen Latzke is a financial advisor in Mequon, Wisconsin, with 23 years of experience. Scott has been with Ameriprise Financial Services, LLC since 2016. Previously, Scott worked at Morgan Stanley, Morgan Stanley & Co. Incorporated, and Strong Investments, Inc.. Scott is registered to provide investment advice in 37 states. Scott holds Series 7, Series 9, Series 10, Series 31, Series 63 and Series 65 licenses. Scott is a registered representative of Ameriprise Financial Services, Inc. and an investment advisor representative of Ameriprise Financial Services, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
10/07/2016 - Present
Ameriprise Financial Services, LLC (Mequon WI)
WI
06/01/2009 - 10/21/2016
MORGAN STANLEY (MEQUON WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MADISON WI)
WI
12/02/2003 - 04/02/2007
MORGAN STANLEY DW INC. (MEQUON WI)
WI
06/26/2000 - 11/24/2003
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 07/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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