Wealth Distribution Strategies, LLC Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

WEALTH DISTRIBUTION STRATEGIES, LLC is a financial services company based out of 5400 KING JAMES WAY, Suite 110 and 120 (Tax & Health) FITCHBURG, Wisconsin, United States.
Securities and Advisory Services offered through Harbour Investments, Inc. Securities Licensed in AR, AZ, CA, CO, DC, FL, IA, IL, KY, MA, MD, MI, MN, MO, NC, NV, NY, OH, OR, SC, TN, TX, VA, WI.

Find Wealth Distribution Strategies, LLC employees' phone numbers or email addresses

Wealth Distribution Strategies, LLC Global Highlights

Location
Employees

North America
39

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  • United States Of America
    39

Wealth Distribution Strategies, LLC's Leadership

  • Stylized image of a person
    J. L.
    President, Financial Advisor
    Phone icon
  • Stylized image of a person
    L. M.
    Business Owner
    Phone icon
  • Stylized image of a person
    W. M.
    Owner
    Phone icon
  • Stylized image of a person
    M. H.
    Lead Financial Strategist
    Phone icon
  • Stylized image of a person
    L. K.
    Financial Advisor
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  • Stylized image of a person
    L. M.
    Financial Advisor
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  • Stylized image of a person
    K. G.
    Financial Advisor
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  • Stylized image of a person
    C. P.
    Financial Advisor
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Wealth Distribution Strategies, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Program & Project Management

Contact profiles from Wealth Distribution Strategies, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. L.
    President, Financial Advisor
    Phone icon
    United StatesWisconsin
    Apr 20, 2026
  • Stylized image of a person
    L. M.
    Business Owner
    Phone icon
    United StatesWisconsin
    Apr 23, 2026
  • Stylized image of a person
    W. M.
    Owner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. H.
    Lead Financial Strategist
    Phone icon
    United StatesWisconsin
    Apr 20, 2026
  • Stylized image of a person
    L. K.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    Apr 20, 2026
  • Stylized image of a person
    L. M.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    Apr 20, 2026
  • Stylized image of a person
    K. G.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    Apr 16, 2026
  • Stylized image of a person
    C. P.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    Apr 20, 2026
  • Stylized image of a person
    K. F.
    Financial Advisor Through Harbour Investments, Inc
    Phone icon
    United StatesWisconsin
    Apr 20, 2026
  • Stylized image of a person
    K. J.
    Financial Advisor Intern
    Phone icon
    United StatesWisconsin
    Nov 14, 2025

Frequently Asked Questions

What is Wealth Distribution Strategies, LLC known for?

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Wealth Distribution Strategies, LLC was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 5400 King James Way 110 Fitchburg, Wisconsin United States. Explore Wealth Distribution Strategies, LLC's company overview page for more information.

What is Wealth Distribution Strategies, LLC's most common email format?

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Wealth Distribution Strategies, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Distribution Strategies, LLC email formats with LeadIQ.

How many employees does Wealth Distribution Strategies, LLC have currently?

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Wealth Distribution Strategies, LLC has approximately 26 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Wealth Distribution Strategies, LLC's key employees and leadership?

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As of April 2026, Wealth Distribution Strategies, LLC's key employees include:

  • President, Financial Advisor: J. L.
  • Business Owner: L. M.
  • Owner: W. M.
  • Lead Financial Strategist: M. H.
  • Financial Advisor: L. K.

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