LA CROSSE FINANCIAL PLANNING INC.
CRD #313361 SEC #801-135118 ONALASKA, WI (608) 534-4444
SEC Registered
Total AUM
$164.1M
Discretionary
$156.8M
Employees
4
Clients
251
Accounts
1,004
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Linde, Freeman, Timothy | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (7)
CA FL ID MN TX WA WI
Address
1131 MAIN STREETONALASKA, WI 54650
United States
Phone: (608) 534-4444