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Business Profile

Financial Planning Consultants

Wealth Distribution Strategies, LLC
Visit Website(608) 848-2389Email Business
See Hours
Operating Hours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 4:00 PM
SaturdayClosed
SundayClosed

About

About This Business

Wealth Distribution Strategies, LLC offers financial advising for retirement and estate planning, portfolio maintenance, education funding, and survivor needs. Securities and Advisory Services offered through Harbour Investments Inc. Member FINRA/ SIPC to residents of: AZ, CA, CO, DC, FL, IA, IL, KY, OH, MA, MD, MI, MN, MO, NC, NV, NY, SC, TN, TX, VA, WI. 

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Business Details

BBB File Opened:
5/1/2013
Business Started:
9/21/2006
Business Started Locally:
9/21/2006
Business Incorporated:
9/21/2006
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Jeffrey Lamb, Financial Advisor
Al Winsand, Financial Advisor
Jeremy Argue, Financial Advisor
Kyle French, Financial Advisor
Desiree Alexander, Financial Advisor
Ashley Rodriguez, Client Relationship Manager
Lucas Marty, Financial Advisor
Thomas Brien, Financial Advisor

Additional Contact Information

Principal Contacts
Jeffrey Lamb, Financial Advisor
Customer Contacts
Jeffrey Lamb, Financial Advisor
Al Winsand, Financial Advisor
Jeremy Argue, Financial Advisor
Kyle French, Financial Advisor
Desiree Alexander, Financial Advisor
Ashley Rodriguez, Client Relationship Manager
Kelly Nelson, Client Support Coordinator
Lucas Marty, Financial Advisor
Thomas Brien, Financial Advisor
Fax numbers
Primary Fax: (608) 845-5509
Additional Phone Numbers
Other Phone: (262) 442-5989
Additional Email Addresses
Primary: Email this Business
Social Media
Facebook
LinkedIn

Licensing information

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.

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