Phelps Hamus Group makes Forbes’ ‘Best-in-State Wealth Management Teams’ list
The Phelps Hamus Group, a private wealth advisory practice with Ameriprise Financial in Middleton, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes, according to a recent press release. The list recognizes financial advisors and their teams who have demonstrated high levels of ethical standards, professionalism, and success in the business.
The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. The Phelps Hamus Group was chosen based on assets under management, industry experience, compliance record and best practices, and approach to working with clients.
The Phelps Hamus Group is led by Ronald Phelps, CMFA and Managing Director Jacob Hamus, CFP. The team also includes financial advisor Forrest Gilbertson and support staff, Wendy Campbell and Sara Musgrave. The practice has $310 million in assets under management.