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FIDUCIARY FINANCIAL PLANNING NETWORK
LA CROSSE FINANCIAL PLANNING INC.
CRD 313361 · SEC 801-135118
1131 MAIN STREET, ONALASKA, WI, 54650, United States
Phone
(608) 534-4444
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$175.7M
Discretionary AUM
$163.4M
Team
5 total employees; 5 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 292 | $77.3M |
| High net worth individuals | 41 | $98.3M |
All web addresses on file
- https://www.linkedin.com/company/laxfp/
- https://planwitheagle.com
- https://RetireMentorship.com
- https://healthwealthness.com
- https://lacrossebusinessplanning.com
- https://XYFinancialPlanning.com/
- https://www.linkedin.com/in/freemanlinde/
- https://LaCrosseFinancialPlanning.com
- https://fiduciaryfinancialplanning.net
Official SEC filing: View on IAPD