La Crosse Financial Planning provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
La Crosse Financial Planning reports 333 clients. They include 292 individual clients and 41 high-net-worth individuals. Of its assets, 93.0% ($163M across 1,111 accounts) are managed with discretion; $12.2M across 36 accounts are not. It advised 10 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 44% |
| High-net-worth individuals | 12% | 56% |
| Pension and profit-sharing plans | 0% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 292 | $77.3M | 44.0% | $265K |
| High-net-worth individuals | 41 | $98.3M | 56.0% | $2.4M |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Total | 333 | $176M | 100% | — |
- Clients
- 292
- Regulatory AUM
- $77.3M
- AUM share
- 44.0%
- Avg. per client
- $265K
- Clients
- 41
- Regulatory AUM
- $98.3M
- AUM share
- 56.0%
- Avg. per client
- $2.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 333
- Regulatory AUM
- $176M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
La Crosse Financial Planning is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial plans are a fixed fee of $2,500 to $25,000, and ongoing planning is a fixed fee of $250 to $25,000 a month.
Freeman Linde owns 75% or more of La Crosse Financial Planning. Freeman Linde is CEO. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of La Crosse Financial Planning Inc.
Freeman Linde
Control person · since December 2020
Besides its headquarters, La Crosse Financial Planning has 1 office, with 2 listed addresses across 2 states.
Idaho · 1 listed address
- 1243 E. Iron Eagle DR., Suite 110d, Suite 110d
Wisconsin · 1 listed address
- 1131 Main Street, OnalaskaHQ
Other business names
La Crosse Financial Planning has reported 5 other business names to the SEC.
- Eagle Financial Planning
- Fiduciary Financial Planning Network
- La Crosse Financial Planning
- Retirementorship
- Xy Financial Planning
Contact and registration details
- Legal name
- La Crosse Financial Planning Inc.
- Headquarters
- 1131 Main Street, Onalaska, WI 54650
- Website
- Not reported
- Phone
- 608-534-4444
- SEC file
- 801-135118
- Structure
- Wisconsin corporation
- Fiscal year end
- December
La Crosse Financial Planning’s named custodian for separately managed accounts is Charles Schwab ($40.2M). La Crosse Financial Planning does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $40.2M100%
At year end, La Crosse Financial Planning’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks3%
- Funds93%
- Registered funds92%
- Pooled vehicles1%
- Cash1%
- Other3%
- Uncategorized asset classes3%
How many clients does La Crosse Financial Planning have?
La Crosse Financial Planning has 333 clients and manages $176 million for them, as of April 2026. They include 292 individual clients and 41 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does La Crosse Financial Planning offer?
La Crosse Financial Planning provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does La Crosse Financial Planning use?
La Crosse Financial Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $40.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does La Crosse Financial Planning have?
La Crosse Financial Planning has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does La Crosse Financial Planning invest in?
At the end of its last fiscal year, La Crosse Financial Planning’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 3% other, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents. The 3% other category is described as: Uncategorized Asset Classes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns La Crosse Financial Planning?
La Crosse Financial Planning’s direct owner is Freeman Linde (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does La Crosse Financial Planning get paid?
La Crosse Financial Planning is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact La Crosse Financial Planning?
La Crosse Financial Planning’s main office is at 1131 Main Street, Onalaska, WI 54650. Its phone number is 608-534-4444.