KORBITZ FINANCIAL PLANNING LLC

KORBITZ FINANCIAL PLANNING LLC of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 137361).

Registration

• CRD: 137361
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137361 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search