La Crosse Financial Planning Inc.
● SEC registered since 2026CRD 313361SEC# 801-135118Onalaska, WI
Reg. AUM
$175.7M
Employees
5
Accounts
1,147
Location
Onalaska, WI
La Crosse Financial Planning Inc. assets under management
La Crosse Financial Planning Inc. is an investment advisory firm registered with the SEC based in Onalaska, WI. The firm has been registered since 2026. It reports $175.7 million in regulatory assets under management and employs 5 people.
La Crosse Financial Planning Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Freeman Timothy Linde Control | Chief Compliance Officer, Chief Executive Officer | Over 75% | 2020 |
Frequently asked questions
How much does La Crosse Financial Planning Inc. manage?
La Crosse Financial Planning Inc. reports $175.7 million in regulatory assets under management on its Form ADV.
How many employees does La Crosse Financial Planning Inc. have?
La Crosse Financial Planning Inc. reports 5 employees.
Where is La Crosse Financial Planning Inc. located?
La Crosse Financial Planning Inc. is based in Onalaska, WI and has been SEC-registered since 2026.
Does La Crosse Financial Planning Inc. disclose fund performance?
La Crosse Financial Planning Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1131 Main Street, Onalaska, WI 54650 |
| Phone | (608) 534-4444 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$175.7M▲ 7%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$175.7Mregulatory AUM
Discretionary $163.4MNon-discretionary $12.2M