What departments does Wealth Distribution Strategies, LLC have?

Wealth Distribution Strategies, LLC has employees across 3 departments including Finance, Business, Support.

What is the largest department at Wealth Distribution Strategies, LLC?

The largest department at Wealth Distribution Strategies, LLC is Finance with 12 employees.

Where are Wealth Distribution Strategies, LLC employees located globally?

Wealth Distribution Strategies, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Wealth Distribution Strategies, LLC's team size changed over time?

Wealth Distribution Strategies, LLC's team has remained stable from approximately 20 to 20 employees based on available data.

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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

North America
39

United States Of America
39

Wealth Distribution Strategies, LLC's Leadership

J. L.
President, Financial Advisor
Mobile Phone
Email
L. M.
Business Owner
Mobile Phone
Email
W. M.
Owner
Mobile Phone
Email
M. H.
Lead Financial Strategist
Mobile Phone
Email
L. K.
Financial Advisor
Mobile Phone
Email
L. M.
Financial Advisor
Mobile Phone
Email
K. G.
Financial Advisor
Mobile Phone
Email
C. P.
Financial Advisor
Mobile Phone
Email

Wealth Distribution Strategies, LLC Employee Metrics

100%

50%

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

S. R.
Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Apr 20, 2026
J. A.
Financial Advisor Through Harbour Investments, Inc
Mobile Phone
Email
United StatesWisconsin
Apr 20, 2026
J. T.
Client Services Coordinator
Mobile Phone
Email
United StatesWisconsin
Apr 20, 2026
B. S.
Client Support Coordinator
Mobile Phone
Email
Apr 22, 2026
A. H.
Tax Support Coordinator
Mobile Phone
Email
United StatesWisconsin
Feb 19, 2025
C. P.
Financial Advisor
Mobile Phone
Email
Jun 05, 2025
K. H.
Client Support Coordinator
Mobile Phone
Email
United StatesWisconsin
Apr 20, 2026
K. N.
Client Support Coordinator
Mobile Phone
Email
Oct 17, 2024
L. W.
Tax Advisor
Mobile Phone
Email
Oct 09, 2025
T. B.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Wealth Distribution Strategies, LLC known for?

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?

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?

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?

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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