# KORBITZ FINANCIAL PLANNING LLC

KORBITZ FINANCIAL PLANNING LLC of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 137361
- Type: SEC-registered investment adviser
- Location: 5225 NORTH IRONWOOD ROAD, MILWAUKEE, WI, 53217
- Phone: (414) 979-1040
- Latest filing: 2026-03-30
- Clients: 1

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137361/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137361/similar
- Related entities: https://search.stillhousedata.com/firm/137361/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137361

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.