Benjamin Gibson has been an investment adviser representative at La Crosse Financial Planning since June 2022, and is not listed among the firm’s executive officers or direct owners.
La Crosse Financial Planning Inc. is an Onalaska, WI firm with $176M under management, 333 clients and 5 advisers across 2 offices, as of its April 2026 filing.
Benjamin Gibson is a financial planner at La Crosse Financial Planning. He helps professionals and families with coordinated financial planning, tax strategies, investment management, retirement planning and cash flow planning, and works with business owners.
- – present · 4 yearsOnalaska, WI · Adviser representative · Firm CRD 313361
Professional designations
Listed by La Crosse Financial Planning
- CFP®
Investment adviser representative registrations
Benjamin Gibson is registered as an investment adviser representative in 2 states. Each was approved in June 2022.
- MinnesotaSince 21 June 2022
- WisconsinSince 21 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7583604
- Firm
- La Crosse Financial Planning · CRD 313361
- Office
- 1131 MAIN STREET, Onalaska, WI 54650
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lacrossefinancialplanning.com
Where does Benjamin Gibson work?
Benjamin Gibson is an investment adviser representative registered through La Crosse Financial Planning Inc. since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Benjamin Gibson a financial advisor?
Yes. Benjamin Gibson has a current investment-adviser registration in Minnesota and Wisconsin, through La Crosse Financial Planning since June 2022.
How many years of experience does Benjamin Gibson have?
Benjamin Gibson has 4 years in the financial industry, since June 2022, across 1 adviser firm.
What exams has Benjamin Gibson passed?
Benjamin Gibson passed the Series 65 in June 2022.
Where is Benjamin Gibson based?
Benjamin Gibson’s registered office is in Onalaska, WI.
Is Benjamin Gibson registered with FINRA?
No. Benjamin Gibson has no current broker registration.
Is Benjamin Gibson a CFP?
La Crosse Financial Planning lists Benjamin Gibson with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Benjamin Gibson biography, lacrossefinancialplanning.com
How can I verify Benjamin Gibson’s record?
Search CRD 7583604 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Gibson’s full registration record.