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Eric Smith Korbitz

Korbitz Financial Planning LLC

Milwaukee, WI

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Current Employers
Korbitz Financial Planning Llc

5225 North Ironwood Road Suite 119, Milwaukee, WI 53217 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-15
TX RA APPROVED_RES 2018-07-03
WI RA APPROVED 2008-12-01
  • FL RA
    APPROVED
    Since 2022-03-15
  • TX RA
    APPROVED_RES
    Since 2018-07-03
  • WI RA
    APPROVED
    Since 2008-12-01

Branch Locations

5225 North Ironwood Road Suite 119, Milwaukee, WI 53217 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Korbitz Financial Planning Llc Milwaukee WI 12/2008 Present
Other Businesses

ERIC S. KORBITZ, CPA, CFP. THIS IS AN ACCOUNTING FIRM PROVIDING TAX PREPARATION AND TAX PLANNING SERVICES. THESE ARE NOT INVESTMENT RELATED SERVICES. 5449 NORTH DIVERSEY BLVD, WHITEFISH BAY WI 53217. OWNER. BUSINESS STARTED 3/1995. THIS BUSINESS IS NOW A DIVISION OF KORBITZ FINANCIAL PLANNING LLC.

Designations

View on SEC IAPD

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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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