Maximillion Goulet has been an investment adviser representative at La Crosse Financial Planning since September 2026, 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.
- – present · under a yearOnalaska, WI · Adviser representative · Firm CRD 313361
Investment adviser representative registrations
Maximillion Goulet is registered as an investment adviser representative in Wisconsin, since September 2026.
- WisconsinSince 1 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Maximillion Leonard Arthur Goulet
- CRD
- 8325783
- Firm
- La Crosse Financial Planning · CRD 313361
- Office
- 1131 MAIN STREET, Onalaska, WI 54650
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Maximillion Goulet work?
Maximillion Goulet is an investment adviser representative registered through La Crosse Financial Planning Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Maximillion Goulet a financial advisor?
Yes. Maximillion Goulet has a current investment-adviser registration in Wisconsin, through La Crosse Financial Planning since September 2026.
How many years of experience does Maximillion Goulet have?
Maximillion Goulet has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Maximillion Goulet passed?
Maximillion Goulet passed the Series 65 in August 2026.
Where is Maximillion Goulet based?
Maximillion Goulet’s registered office is in Onalaska, WI.
Is Maximillion Goulet registered with FINRA?
No. Maximillion Goulet has no current broker registration.
How can I verify Maximillion Goulet’s record?
Search CRD 8325783 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maximillion Goulet’s full registration record.