Freeman T. Linde
Professional summary
Freeman Timothy Linde, CFP®, who also goes by Freeman Linde, is a registered financial advisor currently at LA CROSSE FINANCIAL PLANNING INC. located in Onalaska, Wisconsin.
Freeman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Freeman has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Freeman Timothy Linde's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
April 23, 2021 - Present
LA CROSSE FINANCIAL PLANNING INC.
Office #1: 1131 Main Street, Onalaska, WI 54650March 5, 2020 - April 22, 2021
VOYA FINANCIAL ADVISORS, INC.
March 4, 2020 - April 22, 2021
VOYA FINANCIAL ADVISORS, INC.
March 25, 2017 - March 4, 2020
MML INVESTORS SERVICES, LLC
March 25, 2017 - March 4, 2020
MML INVESTORS SERVICES, LLC
January 19, 2017 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
November 4, 2016 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/23/2021)
(4/23/2021)
Exams
Current Firm
LA CROSSE FINANCIAL PLANNING INC.
CRD#: 313361 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 741 |
| AUM (Assets Under Management) | $ 98,000,000 |
Red Flags
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