Jacob Hamus, CFP®, Private Wealth Advisor, Vice-President, has joined the new Middleton office of Ameriprise Financial Services Inc., as a financial advisor in the Phelps Hamus Group. His office is at 8383 Greenway Blvd., Suite 600.
Hamus comes to Ameriprise after more than a decade at Morgan Stanley, where he worked primarily with individuals and families on retirement and financial planning. He holds the CERTIFIED FINANCIAL PLANNERTM certification, earned through a rigorous process covering course work and a series of examinations on financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. He earned a B.S. in personal finance from the University of Wisconsin-Madison.
“I’m thrilled to join Ameriprise Financial and fully embrace its focus on retirement, asset management and financial planning,” Hamus said. “The firm’s advisors share a common mission of helping clients achieve their goals, and that was a tremendous draw for me.”
As a financial advisor, Hamus provides financial advice that is built on a solid understanding of client needs and expectations, and provided in one-on-one relationships with his clients.
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