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Ron Phelps Email & Phone Number
Private Wealth Advisor, Managing Director, CMFA, CRPS
at
The Phelps Group, A private wealth advisory practice of Ameriprise Financial Ser
1 work email found
@ameriprise.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Role
Private Wealth Advisor, Managing Director, CMFA, CRPS
Location
Greater Madison Area, United States
Company size
Who is Ron Phelps? Overview
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Quick answer
Ron Phelps is listed as Private Wealth Advisor, Managing Director, CMFA, CRPS at The Phelps Group, A private wealth advisory practice of Ameriprise Financial Ser, a with 7 employees, based in Greater Madison Area, United States. AeroLeads shows a work email signal at ameriprise.com and a matched LinkedIn profile for Ron Phelps.
Ron Phelps previously worked as Private Wealth Advisor, Managing Director, CMFA, CRPS at The Phelps Hamus Group, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc and Wealth Advisor, Portfolio Management Director, Corporate Retirement Director (CRD) at Morgan Stanley. Ron Phelps holds Ba, Accounting from Cardinal Stritch University.
Company email context
Email format at The Phelps Group, A private wealth advisory practice of Ameriprise Financial Ser
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{first}.{last}@ameriprise.com
86% confidence
AeroLeads found 1 current-domain work email signal for Ron Phelps. Compare company email patterns before reaching out.
Profile bio
About Ron Phelps
What you can expect when you work with usThe right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.When you work with us, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress, and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.Get startedAreas of focusSmall BusinessWealth Preservation StrategiesRetirement Planning StrategiesInterests 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! Ron is a decorated veteran, earning the Army Achievement Medal while serving in the U.S. Army during Operation Desert Shield/Desert Storm. Ron earned a B.A. in accounting from Cardinal Stritch University. Accomplishments • Awarded the Army Achievement Medal for Meritorious Service while serving in U.S. Army during Operation Desert Shield/Desert Storm • Founded The Ronald L. Phelps Annual Scholarship for Military Veterans and Families at Cardinal Stritch University Awards & recognition Ameriprise Circle of Success, 2020, 2021, 2022, 2023 Education Cardinal Stritch College - Bachelor of Arts in Accounting 1993 Community participation Community has been a focus ever since I was a kid in Milwaukee. I currently sit on several boards, Cardinal Stritch University as a Board of Trustee member, 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)... Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Current workplace
Ron Phelps's current company
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The Phelps Group, A Private Wealth Advisory Practice Of Ameriprise Financial Ser
6 roles
Ron Phelps work experience
A career timeline built from the work history available for this profile.
Private Wealth Advisor, Managing Director, Cmfa, Crps
Previous experience Wealth Advisor and Senior Vice President as well as Portfolio Management Director, Morgan Stanley, 1997-2020, Madison, Wisconsin
Wealth Advisor, Portfolio Management Director, Corporate Retirement Director (Crd)
Oct 1996 - Mar 2020
Oct 1993 - Oct 1996
Owner
R.L. Phelps Ltd.
Tax preparation and planning for individuals as well as accounting for small businesses.
Jan 1987 - Oct 1996
Specialist
Trained as a logistics specialist for the 1151st Transportation Company. Trained as an 11U, 11V, 11T, and 11H. Awarded Army Achievement Medal during Operation Desert Shield / Desert Storm for meritorious service. Received an Honorable Discharge in 1993.
Sep 1988 - Aug 1996
2 education records
Ron Phelps education
Ba, Accounting
Cardinal Stritch University
Accounting
University Of Wisconsin - Milwaukee
FAQ
Frequently asked questions about Ron Phelps
Quick answers generated from the profile data available on this page.
What company does Ron Phelps work for?
Ron Phelps works for The Phelps Group, A private wealth advisory practice of Ameriprise Financial Ser.
What is Ron Phelps's role at The Phelps Group, A private wealth advisory practice of Ameriprise Financial Ser?
Ron Phelps is listed as Private Wealth Advisor, Managing Director, CMFA, CRPS at The Phelps Group, A private wealth advisory practice of Ameriprise Financial Ser.
What is Ron Phelps's email address?
AeroLeads has found 1 work email signal at @ameriprise.com for Ron Phelps at The Phelps Group, A private wealth advisory practice of Ameriprise Financial Ser.
Where is Ron Phelps based?
Ron Phelps is based in Greater Madison Area, United States while working with The Phelps Group, A private wealth advisory practice of Ameriprise Financial Ser.
What companies has Ron Phelps worked for?
Ron Phelps has worked for The Phelps Group, A Private Wealth Advisory Practice Of Ameriprise Financial Ser, The Phelps Hamus Group, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc, Morgan Stanley, Van Ru Credit Corporation, and R.L. Phelps Ltd..
How can I contact Ron Phelps?
You can use AeroLeads to view verified contact signals for Ron Phelps at The Phelps Group, A private wealth advisory practice of Ameriprise Financial Ser, including work email, phone, and LinkedIn data when available.
What schools did Ron Phelps attend?
Ron Phelps holds Ba, Accounting from Cardinal Stritch University.
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