Freitag Financial Services of Monticello Acquired by Wealth Distribution Strategies, LLC of Verona


September 15, 2022

Kay Freitag sold her investment business, Freitag Financial Services, to Wealth Distribution Strategies, LLC (WDS) in January of 2022. The move to acquire Freitag Financial Services was in the making for several years with discussions between Kay Freitag and Jeff Lamb, President of WDS. The purchase of Freitag Financial Services, based in Monticello, WI, further increases WDS’ presence in South Central Wisconsin.

Jeff credits part of his reason for becoming a Financial Advisor to Kay discussing investing and money at Monticello High School when Jeff was a student. WDS has an educationa...

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