Financial Planning Consultants
Wealth Distribution Strategies, LLC
See Hours
| Monday | 8:00 AM - 5:00 PM |
|---|---|
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 4:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Overview
Wealth Distribution Strategies, LLC
110 Enterprise Dr. Suite 103
Verona, WI 53593-1254
BBB Accredited Since: 5/16/2013
Years in Business: 18
BBB Accreditation & Rating
About This Business
Photos and Videos
Business Details
- Local BBB:
- BBB Serving Wisconsin
- 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:
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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