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. Freeman Linde has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
La Crosse Financial Planning Inc. | La Crosse, WI | Apr 2021 - Current | 3 |
Voya Financial Advisors, Inc. | La Crosse, WI | Mar 2020 - Apr 2021 | 1 |
Msi/mml Investors Services, LLC | La Crosse, WI | Nov 2016 - Mar 2020 | 3 |
Massachusetts Mutual Life Insurance | La Crosse, WI | Sep 2015 - Mar 2020 | 4 |
Target Corporation | Winona, MN | May 2015 - Aug 2015 | < 1 |
Univeristy Of Wisconsin-lacrosse | Lacrosse, WI | Sep 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
- WI
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Total Assets Under Management40MILLIONS
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Total Number of Accounts430ACCOUNTS
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Average Account Value$93,488
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MN, WI
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