wiseradvisor

Freeman Linde, CFP®, EA
La Crosse Financial Planning

Tel: 608-534-4444 Ext. 001
700 3rd St. N
Suite 202A
La Crosse, WI 54601
La Crosse Financial Planning | Financial Advisor in La Crosse ,WI

About La Crosse Financial Planning

La Crosse Financial Planning Inc. (LaxFP) is a full-service financial planning and wealth management firm. We offer comprehensive advice and planning, as well as investment management, tax planning and preparation, estate planning and implementation, and insurance. Our team is your one relationship for all your financial planning needs (though we are happy to work with existing relationship you'd like to keep).


General Information

No.of Employees:   2-4
Gender:   Male
Name of Custodial Firm:   Charles Schwab & Co., Inc.
States Licensed in:   WI, MN, IA
Advisory Services Provided:   Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management


Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Phone, Via Email, At my office, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Health, Life, Long Term Care


Firm Information

Advisor's Number of Clients:   83
Advisor's Number of Managed Clients:   80
Advisor's Number of Planning Clients:   72


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Based on Assets


Education

Bachelor's of Science - Business Management  University of Wisconsin - La Crosse
9/1/2012-5/10/2015



Disclaimer

La Crosse Financial Planning Inc. is a Registered Investment Advisor.

Freeman Linde

Freeman Linde

CFP®, EA

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM