AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Freeman Timothy Linde

Freeman T. Linde

FIDUCIARY FINANCIAL PLANNING NETWORK
ONALASKA, WI 54650
Some features on this profile are disabled
CRD#: 6716820
Freeman Timothy Linde

Professional summary


Freeman Timothy Linde, CFP®, who also goes by Freeman Linde, is a registered financial advisor currently at FIDUCIARY FINANCIAL PLANNING NETWORK 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.

Core Areas of Focus


Baby Boomers
Financial Psychology/Coaching
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning

Biography


Freeman Linde, CFP® enables clients to retire successfully and stay successfully retired. He works specifically with those close to retirement to reduce taxes, invest wisely, and retire secure. He is a Certified Financial Planner and a licensed Tax Advisor. Schedule with Freeman at LaCrosseFinancialPlanning.com. Freeman is the author of 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others, and the host of the RetireMentorship Podcast. See more at 3DRetirementIncome.com and RetireMentorship.com.

Question & Answer


What are your service offerings?
Tax Planning
Insurance Planning
Comprehensive Financial Planni...
Long-term Care
Inheritance
Retirement Planning
Retirement Income Management
Investment Planning
Social Security Planning
Estate Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes

Aliases


Freeman Linde

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Freeman Timothy Linde's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2019

Experience


Current

April 23, 2021 - Present

FIDUCIARY FINANCIAL PLANNING NETWORK

Office #1: 1131 Main Street, Onalaska, WI 54650
RIA
CRD#: 313361
ONALASKA, WI
Past

March 5, 2020 - April 22, 2021

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
LaCrosse, WI
Past

March 4, 2020 - April 22, 2021

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
LaCrosse, WI
Past

March 25, 2017 - March 4, 2020

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
La Crosse, WI
Past

March 25, 2017 - March 4, 2020

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
La Crosse, WI
Past

January 19, 2017 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
La Crosse, WI
Past

November 4, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
La Crosse, WI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(7/23/2021)
IAR
Wisconsin
(4/23/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/22/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FIDUCIARY FINANCIAL PLANNING NETWORK
FIDUCIARY FINANCIAL PLANNING NETWORK
EAGLE FINANCIAL PLANNING | XY FINANCIAL PLANNING | RETIREMENTORSHIP | LA CROSSE FINANCIAL PLANNING INC. | LA CROSSE FINANCIAL PLANNING | FIDUCIARY FINANCIAL PLANNING NETWORK

CRD#: 313361 / SEC#: 801-135118

Idaho
Registered Investment Advisory firm - (6/26/2025 Approved)
Minnesota
Registered Investment Advisory firm - (7/23/2021 Approved)
Texas
Registered Investment Advisory firm - (6/25/2025 Conditional Restricted)
Wisconsin
Registered Investment Advisory firm - (4/23/2021 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1131 Main Street, Onalaska, WI 54650
Mailing Address
Phone number
(608) 534-4444
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2B- SWARTZ (6/18/2025)

Regulatory assets under management


Total Number of Accounts1,004
AUM (Assets Under Management)$ 164,132,974

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIDUCIARY FINANCIAL PLANNING NETWORK

FIDUCIARY FINANCIAL PLANNING NETWORK

CRD#: 313361Onalaska, WI 54650

TRUST BUT VERIFY

Monitor Freeman Linde

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


SM
Sean MerlonghiAdvisorCheck Check Mark
DAKOTA WEALTH, LLC
IAR
LEWES, DE
RB
Robert BlasucciAdvisorCheck Check Mark
ECHOTRADE LLC
PR
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.