La Crosse Financial Planning Inc.
- Regulatory AUM
- $176M
- Discretionary
- $163M
- Clients
- 333
- Avg AUM / client
- $527K
- Accounts
- 1,147
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 292 | $77.3M | 44.0% |
| High net worth individuals | 41 | $98.3M | 56.0% |
| Pension and profit sharing plans | 0 | $0 | — |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Freeman Timothy Linde | Registered representative | CFP | Apr 2021 (5y) | |
| Michael Thomas Swartz | Registered representative | Apr 2021 (5y) | ||
| Benjamin Gibson | Registered representative | Jun 2022 (4y) | ||
| Kathryn Irene Wiegrefe | Registered representative | Mar 2025 (1y) | ||
| Gregory M Mc Call | Registered representative | Chartered Financial Consultant | Jun 2025 (1y) | |
| Jacob Ryan Shamban | Registered representative | CFP | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $40.2M (23% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗