seller-profile

Freeman Linde

La Crosse Financial Planning

700 3rd St. N
Suite 202A

La Crosse, WI 54601

608-534-4444

Connect with Freeman

General Information

Firm Start Year

No.of Employees

2-4

CRD#

6716820

Firm CRD#

313361

Name of Custodial Firm

Charles Schwab & Co., Inc.

States Licensed in

WI, MN, IA

Years of Experience in Financial Services

5

Advisory Services Provided

Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities, Wealth Management

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, EA

Securities Licenses

Series 66

Insurance and Annuity Licenses

Health, Life, Long Term Care, Disability

Firm Information

Advisor's Number of Clients

83

Advisor's Number of Managed Clients

80

Advisor's Number of Planning Clients

72

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

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.