Offering advice, guidance & holistic planning to the La Crosse, WI market
Voya Financial Advisors, Inc. (VFA) announced today that financial professional Freeman Linde and his firm, Charterpoint Financial, has joined the broker-dealer as a registered representative. Linde and his associates, Joel Dettwiler, Daniel Odenbach, Michael Myers, Aaron Kupinski and Michael Swartz offer a broad range of financial advice, guidance and holistic planning services to the La Crosse, WI community.
“At Voya Financial Advisors, we understand the value of building client relationships and the pivotal role financial professionals play in guiding their clients toward a secure financial future,” said Tom Halloran, president of Voya Financial Advisors. “Now more than ever is a time when individuals are likely seeking support from a financial professional and we’re excited to be growing our network with dedicated and talented individuals like Freeman and his team. We are thrilled to welcome the Charterpoint Financial group to VFA and look forward to working together as they support their clients for years to come.”
$15 Million AUM
The Charterpoint Financial group, which joins VFA from MML Investors Services, brings approximately $15 million1 in verified assets under management. The team of associates, located in La Crosse, WI, specializes in comprehensive financial planning services, including special needs financial planning.
“Our group could not be happier with our transition to Voya Financial Advisors. VFA gives us an opportunity to build a business focused on holistic financial planning and exceptional client service,” said founding partner, Joel Dettwiler. “There’s no other place that can help us to serve all the populations where our team specializes, including business owners, accumulators, retirees, and families with special needs dependents. With VFA on our side, our team is now able to serve our clients better than ever before.”
Financial professionals who join VFA get the benefits of a brand name in the industry without sacrificing their independence. This includes a broad range of technology solutions, such as Voya Digital Adviser™ to deliver online digital advice, deep field support, mobile and integrated technology capabilities, cutting-edge 401(k) business solutions and in-depth special needs financial planning resources.