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).
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Total Assets Under Management40MILLION
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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
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.
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.
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.