Eric Corbeg is a Financial Advisor with Waddell & Reed, located in Waukesha, WI. He holds a Bachelor of Business Administration in Finance which he obtained from the Lubar School of Business at the University of Wisconsin-Milwaukee. In 2011, he began his career as a financial advisor with Waddell & Reed. His wife Melissa is also part of their practice and serves as the support role in day to day operations.
Eric works with individuals, families and small businesses to help them pursue their financial goals. He believes in taking a financial planning first approach with his clients and their investments by creating personalized financial plans. Throughout this process, he is passionate in teaching individuals about their current financial position, and implementing strategies designed to help them improve their unique situations.
Eric frequently hosts events throughout the year which allows him to build a more personal relationship with his clients. These are typically social events, mixing fun with brief market updates or hot topics in the economy. He also holds educational workshops several times a year.
Eric and his wife Melissa have four children, Connor, Lucas, Rhyan and Keegan. Eric spends his free time with family and friends enjoying one of his many hobbies. He's an avid sportsman, competitive in Sporting Clays, likes to golf and cook.
Eric is actively involved in the following organizations to give back to the things he is passionate about: Waukesha Business Alliance - Member, Safari Club International - Board of Directors, Waukesha Gun Club - Board of Directors.
To learn more about how Eric works with his clients, please call or email to schedule a time to talk.
Melissa Corbeg is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of their Financial Advisor, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced herein. 02/19