Eric S. Korbitz
KORBITZ FINANCIAL PLANNING LLC
Milwaukee, WI 53217
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CRD#: 5037053
Professional summary
Eric Smith Korbitz, CFP® is a registered financial advisor currently at KORBITZ FINANCIAL PLANNING LLC located in Milwaukee, Wisconsin.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Eric has worked at 1 firm .
Core Areas of Focus
Corporate Executives
Investment Advice without Ongoing Management
Middle Income Client Needs
Retirement Planning & Distribution Rules
Tax Planning
Women's Financial Planning Issues
Biography
I earned a Bachelor of Business Administration from the University of Wisconsin-Madison and a Master of Accounting Science, with an emphasis in taxation, from the University of Illinois.
I am a member of the National Association of Personal Financial Planners, the Garrett Planning Network, the Wisconsin Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.
Question & Answer
What are your service offerings?
As a certified public accounta...
My professional career began w...
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Smith Korbitz's 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®
Experience
Current
December 1, 2008 - Present
KORBITZ FINANCIAL PLANNING LLC
Office #1: 5225 North Ironwood Road Suite 119, Milwaukee, WI 53217RIA
CRD#: 137361
Milwaukee, 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
Florida(3/15/2022)
IAR
Texas(7/6/2018)
IAR
Wisconsin(12/1/2008)
Exams
Current Firm
KF
KORBITZ FINANCIAL PLANNING LLC
ERIC S. KORBITZ, CPA, CFP | KORBITZ, ERIC SMITH | KORBITZ FINANCIAL PLANNING LLC | KORBITZ FINANCIAL ADVISORS LLC DBA CREATIVE FINANCIAL SERVICES | KORBITZ FINANCIAL ADVISORS LLC
CRD#: 137361 / SEC#:
Florida
Registered Investment Advisory firm - (3/15/2022 Approved)Texas
Registered Investment Advisory firm - (7/3/2018 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (1/9/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5225 North Ironwood Road Suite 119, Milwaukee, WI 53217
Mailing Address
P.o. Box 170049, Milwaukee, WI 53217
Phone number
(414) 979-1040
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
KORBITZ FINANCIAL PLANNING LLC
CRD#: 137361Milwaukee, WI 53217TRUST BUT VERIFY
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