Mequon, WI N Towne Square Rd Office

Michael Franks is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. Prior to this, he worked at LPL Financial for 12 years. His other business activities include independent insurance brokering focused on health and Medicare supplement insurance with providers such as United Health, Humana, and Aetna. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria, combining research and modeling to provide tax-efficient, customized income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mark Filla is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2016, following seven years at Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies.

Paula Reinholtz is a financial advisor with Ameriprise in Mequon, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2023, she worked for eight years at Simon Family Eye Care. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Scott Latzke is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Strong Capital Management. In addition to his advisory work, he is involved in independent insurance brokering. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Gregory Schauer is a financial advisor with Ameriprise in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Ameriprise since 2018 and prior experience at Thrivent Financial and Thrivent Investment Management. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement who meet specific asset criteria. The firm provides customized written recommendations using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.