BBB Business Review
BBB Accredited Business since
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This company offers financial advising for retirement and estate planning, portfolio maintenance, education funding, and survivor needs.
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A BBB Accredited Business since
BBB has determined that Wealth Distribution Strategies, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised the rating for Wealth Distribution Strategies, LLC include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||5|
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding
or registration. BBB encourages you to check with the appropriate agency to be certain
any requirements are currently being met.
These agencies may include:
Wisconsin State Office of the Commissioner of Insurance
P.O. Box 7873, Madison WI 53707-7873
Phone Number: 608-266-3585 state wide 800-236-8517
Fax Number: 608-266-9935 for general office
U.S. Securities and Exchange Commission
450 Fifth Street, NW, Washington DC 20549
Fax Number: 202-942-9634
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Jeffrey J. Lamb, Principal/Financial Advisor Ms. Karen Pauer , Administrator
Financial Planning Consultants Retirement Planning Service Financial Services Estate Planning & Management Investment Advice (NAICS: 523930)