La Crosse Financial Planning Inc.

La Crosse Financial Planning Inc. (CRD# 313361) is a financial advisory firm headquartered in La Crosse, WI. They manage $40,200,000 in 430 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
700 3rd St N Ste 202a, La Crosse, WI 54601
https://www.linkedin.com/company/laxfp/
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $93,488
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN, WI

Financial Advisors at La Crosse Financial Planning Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Freeman Linde, financial advisor La Crosse WI
Freeman T. Linde
CRD#: 6716820
700 3rd St N Ste 202a, La Crosse, WI 54601

Freeman Linde (CRD# 6716820) is an Investment Advisor Representative working at La Crosse Financial Planning Inc. in La Crosse, WI and has over 7 years of experience in the finance industry.

2
Michael Swartz, financial advisor La Crosse WI
Michael T. Swartz
CRD#: 6917325
700 3rd St N Ste 202a, La Crosse, WI 54601

Michael Swartz (CRD# 6917325) is an Investment Advisor Representative working at La Crosse Financial Planning Inc. in La Crosse, WI and has over 5 years of experience in the finance industry.

3
Benjamin Gibson, financial advisor La Crosse WI
Benjamin Gibson
CRD#: 7583604
700 3rd St N Ste 202a, La Crosse, WI 54601

Benjamin Gibson (CRD# 7583604) is an Investment Advisor Representative working at La Crosse Financial Planning Inc. in La Crosse, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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