Freeman Linde
La Crosse Financial Planning Inc. · Onalaska, Wisconsin
Freeman Linde is a fee-only financial advisor at La Crosse Financial Planning Inc. in Onalaska, Wisconsin, who holds the CFP and EA credentials. La Crosse Financial Planning Inc. reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Freeman →
Facts
| Firm | La Crosse Financial Planning Inc. |
|---|---|
| Based in | Onalaska, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $175.7M across 1,147 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in MN, WI · CRD 6716820 |
| Exams passed | Series 66 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
How Freeman's firm compares
- La Crosse Financial Planning Inc.'s average account is about $153,000, from its Form ADV (assets managed divided by 1,147 accounts).
Request an introduction to Freeman
Tell Freeman a little about what you're looking for. Freeman isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Freeman
Is Freeman Linde a fee-only financial advisor?
Yes. Freeman Linde is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Freeman's firm.
How does Freeman charge for financial advice?
Freeman's firm, La Crosse Financial Planning Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Freeman Linde based?
Freeman Linde is based in Onalaska, Wisconsin.
What credentials does Freeman Linde hold?
Freeman Linde holds the CFP and EA credentials.
Is Freeman Linde registered with the SEC?
Yes. Freeman Linde is registered as an investment adviser representative in MN and WI (CRD 6716820), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does La Crosse Financial Planning Inc. manage?
La Crosse Financial Planning Inc. reports $175.7M across 1,147 accounts in assets under management.
How do I contact Freeman Linde?
Contact details aren't on file yet. Search for La Crosse Financial Planning Inc..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.