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Ronald Phelps, Private Wealth Advisor serving the Middleton, WI area - Ameriprise Advisors

Ronald Phelps


Private Wealth Advisor

Certified Military Financial Advisor®
The Phelps Hamus Group
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 2 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Small Business
  • Wealth Preservation Strategies
  • Retirement Planning Strategies


  • CMFA® Certified Military Financial Advisor®
  • Certified Military Financial Advisor


  • Cardinal Stritch College - Bachelor of Arts in Accounting 1993

Awards & recognition

  • Ameriprise Circle of Success, 2021
  • The Phelps Hamus Group, Forbes Best-in-State Wealth Management Teams, 2023

Previous experience

  • Wealth Advisor and Senior Vice President as well as Portfolio Management Director, Morgan Stanley, 1997-2020, Madison, Wisconsin

Community participation

Community has been a focus ever since I was a kid in Milwaukee. I currently sit on several boards. I sit as a member of the board for the Keep Wisconsin Warm Fund (KWWF) servicing veterans in Wisconsin to keeping their homes cool in the summer and warm in the winter. Additionally I am a board member for KARE, an organization for the benefit of animals. Besides these, I am very active in the Madison community with Second Harvest Foodbank as well as the River Food Pantry and Middleton Outreach Ministry (MOM).


At the top of everyone's list are diverse interests. Mine are family, travel as well as dogs and scuba diving. My wife, Dacia and I are foodies and wine enthusiasts! Being a veteran myself, I support local veteran's efforts through community service as well as board positions and mentoring programs. The Keep Wisconsin Warm Fund (KWWF) is one of those organizations here in Wisconsin. One of my beliefs since I was small was to always give back, my wife and I strive to do that!