Raymond James & Associates
47yrs
Top advisor by experience in Waukesha
15yrs
Based in Waukesha, Wisconsin, Eric Corbeg is a fiduciary financial advisor with 15 years of industry experience. Eric joined LPL Financial in 2021, after ten years at Waddell & Reed. Eric holds the CFP® designation.
One of 450 advisors with offices in Waukesha, and one of 424 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% of advisors nationwide
OfficeN19w24075 Riverwood Dr Suite 340, Waukesha, WI 53188
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2011 – 2021Waddell & ReedPreviously
Contact Eric
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Eric. N19w24075 Riverwood Dr Suite 340Waukesha, WI 53188Office · Get directions Facebook pageLPL Financial
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call LPL Financial at (704) 733-3300 and ask for Eric Corbeg. Eric works from the Waukesha, WI office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2011, about 15 years. More experience than 50% of advisors nationwide.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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