Korbitz Financial Planning LLC

Korbitz Financial Planning LLC (CRD# 137361) is a financial advisory firm headquartered in Milwaukee, WI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Korbitz Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
Eric S. Korbitz
CRD#: 5037053
5225 North Ironwood Road, Suite 119, Milwaukee, WI 53217

Eric Korbitz (CRD# 5037053) is an Investment Advisor Representative working at Korbitz Financial Planning LLC in Milwaukee, WI and has 1 year of experience in the finance industry. Eric Korbitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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