| Name | Title | Ownership | Since |
|---|---|---|---|
| Freeman Timothy Linde Control | Owner & Chief Compliance Officer | Over 75% | 2020 |
La Crosse Financial Planning Inc. reports $164.1 million in regulatory assets under management on its Form ADV.
La Crosse Financial Planning Inc. reports 4 employees.
La Crosse Financial Planning Inc. is based in Onalaska, WI and has been SEC-registered since 2026.
La Crosse Financial Planning Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $156.8M |
| Non-discretionary | $7.3M |
| Total (RAUM) | $164.1M |