Freeman Linde has been Chief Compliance Officer, Chief Executive Officer of La Crosse Financial Planning since December 2020, is a control person of the firm and directly owns 75% or more of it.
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.
Freeman Linde is a financial planner at La Crosse Financial Planning. He helps retirees and soon-to-be retirees coordinate their investments, taxes, retirement income, estate goals and long-term family priorities into one plan. He is the author of 3D Retirement Income & Tax Saving Strategies and the host of RetireMentorship.
Freeman Linde’s longest registration is the current one, 5 years at La Crosse Financial Planning since 2021. Before joining La Crosse Financial Planning in 2021, Freeman Linde was registered through Voya Financial Advisors, Inc. and MML Investors Services, LLC.
- – present · 5 yearsOnalaska, WI · Adviser representative · Firm CRD 313361
- Voya Financial Advisors, Inc.– · 1 yearLaCrosse, WI · Adviser representative · Firm CRD 2882
- MML Investors Services, LLC– · 2 yearsLa Crosse, WI · Adviser representative · Firm CRD 10409
- Msi Financial Services, Inc.– · under a yearLa Crosse, WI · Adviser representative · Firm CRD 14251
Professional designations
Listed by La Crosse Financial Planning
- CFP®
- CKA®
Investment adviser representative registrations
Freeman Linde is registered as an investment adviser representative in 2 states. The first approvals date from April 2021; the most recent is Minnesota, in July 2021.
- MinnesotaSince 23 July 2021
- WisconsinSince 23 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 November 2016 |
| Series 7 | General Securities Representative Examination | 3 November 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Freeman Timothy Linde
- CRD
- 6716820
- Firm
- La Crosse Financial Planning · CRD 313361
- Role
- Chief Compliance Officer, Chief Executive Officer
- Office
- 1131 MAIN STREET, Onalaska, WI 54650
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lacrossefinancialplanning.com
Where does Freeman Linde work?
Freeman Linde has been Chief Compliance Officer, Chief Executive Officer of La Crosse Financial Planning Inc. since December 2020, and is a control person of the firm.
Is Freeman Linde a financial advisor?
Yes. Freeman Linde has a current investment-adviser registration in Minnesota and Wisconsin, through La Crosse Financial Planning since April 2021.
How many years of experience does Freeman Linde have?
Freeman Linde has 9 years in the financial industry, since November 2016, across 4 adviser firms.
What exams has Freeman Linde passed?
Freeman Linde has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2016. FINRA credited Freeman Linde with the SIE, which began in October 2018.
Where did Freeman Linde work before La Crosse Financial Planning?
Before La Crosse Financial Planning, Freeman Linde was registered through Voya Financial Advisors, Inc., March 2020 to April 2021; MML Investors Services, LLC, March 2017 to March 2020; Msi Financial Services, Inc., January 2017 to March 2017.
Where is Freeman Linde based?
Freeman Linde’s registered office is in Onalaska, WI.
Is Freeman Linde registered with FINRA?
No. Freeman Linde has no current broker registration.
Is Freeman Linde a CFP?
La Crosse Financial Planning lists Freeman Linde with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Freeman Linde biography, lacrossefinancialplanning.com
How can I verify Freeman Linde’s record?
Search CRD 6716820 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Freeman Linde’s full registration record.