Eric Corbeg
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LPL Financial
Location
Waukesha, WI 53188
Credentials
CFP®, Series 66
Industry experience
14 years
About
Eric Corbeg is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at EMC Financial LLC and Waddell & Reed, Inc. Outside of his advisory work, he has been involved with Safari Club International’s Wisconsin Chapter and the Waukesha Gun Club. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of delivery options supported by an in-house research team and a large network of investment adviser representatives.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
N19 W24075 Riverwood Dr Ste 340
Waukesha, WI 53188
Most active in
Eric C has reported serving >5 clients in these states in the last 12 months.
Texas · Wisconsin
Work history
LPL Financial
2021 - Present (5 years)
EMC Financial LLC
2021 - 2021 (1 year)
Safari Club International-Wisconsin Chapter
2020 - 2021 (1 year)
Hilltop 74 Llc
2020 - 2021 (1 year)
Waukesha Gun Club
2015 - 2021 (6 years)
Safari Club International - Wisconsin Chapter
2014 - 2021 (7 years)
Various Insurance Carriers For W&R Insurance Agencies
2011 - 2021 (10 years)
Waddell & Reed, INC.
2011 - 2021 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Eugene S
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
Brian L
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
Brian S
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Erik K
CFP®
Milwaukee, WI
Hilltop Financial Advisors
Todd M
Series 66
West Allis, WI
Navigant Consulting
Robert S
Series 65
New Berlin, WI
Sperka Investment Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")