Wealth Distribution Strategies, LLC logo

Wealth Distribution Strategies, LLC Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Wealth Distribution Strategies, LLC operates in the financial services sector from Fitchburg, Wisconsin. The firm provides securities and advisory services through Harbour Investments, Inc., serving clients across a broad range of states, and operates from suites listed at its Wisconsin address. With a regional footprint and a modest-sized team, the company positions itself as a local provider offering guidance and service in financial planning and related advisory activities. A recent development noted is recognition in the local media, highlighting the firm’s presence in the Madison area. The business is embedded in a competitive professional services landscape that includes well-known national firms, reflecting its role as a smaller, local alternative within the broader financial services industry.

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

Wealth Distribution Strategies, LLC Global Highlights

Location
Employees

North America
37

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  • United States Of America
    37

Wealth Distribution Strategies, LLC's Leadership

  • Stylized image of a person
    W. M.
    Owner
  • Stylized image of a person
    K. J.
    Financial Advisor Support Coordinator Intern
  • Stylized image of a person
    B. S.
    Client Support Coordinator
  • Stylized image of a person
    C. P.
    Financial Advisor
  • Stylized image of a person
    K. N.
    Client Support Coordinator
  • Stylized image of a person
    L. W.
    Tax Advisor
  • Stylized image of a person
    T. B.
    Financial Advisor

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
Location
Last Update
  • Stylized image of a person
    W. M.
    Owner
    Oct 22, 2024
  • Stylized image of a person
    K. J.
    Financial Advisor Support Coordinator Intern
    Aug 14, 2026
  • Stylized image of a person
    B. S.
    Client Support Coordinator
    Aug 18, 2026
  • Stylized image of a person
    C. P.
    Financial Advisor
    Aug 14, 2026
  • Stylized image of a person
    K. N.
    Client Support Coordinator
    Oct 17, 2024
  • Stylized image of a person
    L. W.
    Tax Advisor
    Oct 09, 2025
  • Stylized image of a person
    T. B.
    Financial Advisor
    Oct 21, 2024

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. 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 August 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 August 2026, Wealth Distribution Strategies, LLC's key employees include:

  • Owner: W. M.
  • Financial Advisor Support Coordinator Intern: K. J.
  • Client Support Coordinator: B. S.
  • Financial Advisor: C. P.
  • Client Support Coordinator: K. N.

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