Ronald R. Morris

Ronald R. Morris

Investment Advisor Representative

Tenure:

Ron has been in the financial services industry since 2006 serving as a Registered Representative and an Investment Advisor Representative. 

Professional Background:

Ron started his career in the manufacturing industry and quickly moved into management positions, with responsibilities that included running five different facilities in capacities from plant manager to plant general manager.  This experience helps him understand the challenges of day-to-day operations and the benefits that professionals can bring to managing governmental compliance.

Ron’s responsibilities now include working with RPS’ seasoned professionals to continue to provide highest quality Wealth Management services to private clients, and corporate retirement plan clients.  Ron specializes in providing financial planning to private clients and plan participants in order to help them better understand how to pursue their financial goals.  

Personal:

Ron and his wife, Pennie, have been happily married for 30+ years and currently reside in the Waukesha, Wisconsin.  Ron and Pennie have four children and eight grandchildren, all residing in Wisconsin.

Ron attended the University of Wisconsin – Platteville where he graduated with a Bachelor of Science in Industrial Technology.

Ron enjoys time with his family, hunting, fishing and camping at his property in Central Wisconsin. He also enjoys volunteer work through Christ the Servant church in Waukesha as well as other activities that serve those with needs.

Credentials:

Series 7 & and 63 registrations held through IFP Securities, LLC, dba Independent Financial Partners (IFP)
Series 66 registration held through IFP Advisors, LLC, dba Independent Financial Partners (IFP) 
State of Wisconsin Life and Health Insurance License

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