401k Latte Company
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Make a free, no-obligation appointment to talk ​about your financial future.
10543 165th Street West
Lakeville, MN 55044

E: office@401klatte.com
P: 952.882.0400
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Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. See our Privacy Statement.

Licensed Insurance Professional.  We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 
18911 - 2019/5/24

Investing involves risk, including the loss of principal.  No Investment strategy can guarantee a profit or protect against loss in a period of declining values.  Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products.  Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
  • Home
  • Meet the Team
  • How We Can Help
  • Resources
  • Blog
  • Events
  • Contact
  • Account Lookup