The Phelps Group

The Phelps Group The Phelps Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Regular meetings to review your goals, progress, and investments.

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The 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 s

olutions to help protect you from uncertainty. 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. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Freedom was earned—and remembered. Honoring those who served.
05/25/2026

Freedom was earned—and remembered. Honoring those who served.

Precision meets kindness—happy birthday to our steady hand, Wendy!
05/20/2026

Precision meets kindness—happy birthday to our steady hand, Wendy!

Mothers understand compounding instinctively—time, patience, care. Same rules apply to wealth.
05/10/2026

Mothers understand compounding instinctively—time, patience, care. Same rules apply to wealth.

GOATS? YOGA? Women’s Event? In Galena, IL? You have Galena Goat Yoga!!! We had an awesome time a couple Saturday's back ...
05/07/2026

GOATS? YOGA? Women’s Event? In Galena, IL? You have Galena Goat Yoga!!! We had an awesome time a couple Saturday's back and drove down in a private coach bus to Galena, IL where we actually did Goat Yoga! Then we hung around for a fun filled lunch and shopping outing! One more item off the to-do list for life! For an experience to remember check out Galena Goat Yoga's website. https://bit.ly/4nfMfwp

It was an absolute honor and a privilege to emcee this fantastic fundraising event for the non-profit organization 'Scho...
05/06/2026

It was an absolute honor and a privilege to emcee this fantastic fundraising event for the non-profit organization 'Schools for Haiti' last month. The great takeaway for everyone is it is all of our missions to serve others. To learn more about this wonderful organization please visit their website at https://bit.ly/4wfS0hK

Forrest Gilbertson and I have 15 pairs of complimentary general admission tickets available for the 2026 TPC AmFam Champ...
05/05/2026

Forrest Gilbertson and I have 15 pairs of complimentary general admission tickets available for the 2026 TPC AmFam Championship! Tickets are first come, first served — message Forrest or me to claim yours.

Just a side note, Active Duty, Military Reserve, National Guard, Military Retirees and Veterans - as well as First Responders - are eligible to request up to two complimentary tickets per day. Visit amfamchampionship.com/tickets for more information.

Good stewardship—of money or planet—starts with care for the long game. Here’s to a thoughtful and inspiring Earth Day.
04/22/2026

Good stewardship—of money or planet—starts with care for the long game. Here’s to a thoughtful and inspiring Earth Day.

The most rewarding part of being a financial advisor isn’t always about market returns — it’s about making a real impact...
04/10/2026

The most rewarding part of being a financial advisor isn’t always about market returns — it’s about making a real impact beyond the numbers.

A heartfelt thank you to Yada, an incredible Madison-based organization working tirelessly to prevent human trafficking right here in Dane County. While it’s sobering that such a need exists, it’s inspiring to see people like John and Mary Aleckson stepping up to help make a difference.

I’m proud to play even a small role in connecting the dots between people who care and the organizations that need their support. Together, we can create change that truly matters. 💙

Address

8215 Greenway Boulevard Ste 200
Middleton, WI
53562

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16088414301

Website

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