Eric C. Forsman

RETIREMENT INCOME PLANNING

MADISON, WI 53718

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CRD#: 6952997

Professional summary

Eric Conrad Forsman, who also goes by Eric Forsman, is a registered financial advisor currently at RETIREMENT INCOME PLANNING LLC located in Madison, Wisconsin.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Eric has worked at 4 firms and has passed the Series 65, Series 63, Series 7, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eric Forsman

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 Eric Conrad Forsman'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®

None

Experience

Current

November 11, 2025 - Present

RETIREMENT INCOME PLANNING LLC

Office #1: 2310 Crossroads Drive Suite 4700, Madison, WI 53718

RIA

CRD#: 330113

MADISON, WI

Past

November 14, 2024 - November 18, 2025

LPL ENTERPRISE, LLC

RIA

CRD#: 8733

WAUWATOSA, WI

Past

November 14, 2024 - November 18, 2025

LPL ENTERPRISE, LLC

CRD#: 8733

WAUWATOSA, WI

Past

April 29, 2022 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

WAUWATOSA, WI

Past

February 24, 2022 - November 14, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

WAUWATOSA, WI

Past

December 7, 2018 - March 14, 2022

BANKERS LIFE SECURITIES, INC.

CRD#: 173962

MADISON, 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

Wisconsin
(11/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/27/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/20/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/20/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/20/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/28/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RETIREMENT INCOME PLANNING LLC

CRD#: 330113 / SEC#:

Wisconsin

Registered Investment Advisory firm - (6/25/2024 Approved)

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Contact information

Main Address

2310 Crossroads Drive Suite 4700, Madison, WI 53718

Mailing Address

Phone number

(608) 807-1100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	365
AUM (Assets Under Management)	$ 54,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Eric C. Forsman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Conrad Forsman's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT INCOME PLANNING LLC

LPL ENTERPRISE, LLC

LPL ENTERPRISE, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

BANKERS LIFE SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2022

Series 63

Date: 11/20/2018

Series 7

Date: 9/20/2018

SIE

Date: 9/20/2018

Series 6

Date: 8/28/2018

Current Firm

RETIREMENT INCOME PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT INCOME PLANNING LLC

TRUST BUT VERIFY

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