Kay brings a wealth of knowledge to Freitag Financial Services and to southwestern Wisconsin.  Kay is dedicated to serving her clients and producing sound financial decisions for each clients particular situation.

Born and raised in Monticello, WI, Kay has spent the last 16 years with the Bank of Monticello as an investment executive with PrimeVest Financial Services, Inc.  During this time she worked with individuals, families, and small business owners.

“I help others find out what their needs are by asking questions and putting a strategy in place that helps to fulfill their objectives”     

Kay is very involved in her community, as president and 21-year member of the Monticello Business and Professional Association, a supporter of school music programs and a recipient of the Monticello School Spirit Award, and an active member of the Washington Reformation United Church of Christ. Kay also enjoys spending time with her husband Dan and attending community festivals.

So stop in and ask Kay how she can help you get your financial strategy on track. Freitag Financial Services is located on Main Street in downtown Monticello WI.

Kay Freitag is a registered representative of and offers securities through MML Investors Services, Inc.  Member SIPC  Supervisory office:  525 Junction Road, Suite 8100 North, Madison, WI 53717 (608) 829-0015

Strategic Wealth Management Group and Freitag Financial Services offer our clients valuable market tools and financial education resources on our website.

Be sure to visit our Market Watch page on the Strategic Wealth Management Group's website. Here you'll find a number of tools to help you track the financial markets, retrieve quotes, view charts, and even monitor the performance of your own portfolio. 

Just another way we make understanding the financial markets a little easier.