← Back to searchVisit website
KORBITZ FINANCIAL PLANNING LLC
CRD 137361
5225 NORTH IRONWOOD ROAD, SUITE 119, MILWAUKEE, WI, 53217, United States
Phone
(414) 979-1040
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 110 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planning
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 110 | — |
All web addresses on file
Official SEC filing: View on IAPD