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KORBITZ FINANCIAL PLANNING LLC

CRD 137361

Visit website

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

TypeClientsAUM
High net worth individuals110

All web addresses on file

Official SEC filing: View on IAPD