Unclaimed Profile

Kurt M Ebner

EHB FINANCIAL RESOURCES MANAGEMENT, INC.·EXTON, Pennsylvania

Series 6, Series 7, Series 24, Series 63Clean record35 years registeredEHB FINANCIAL RESOURCES MANAGEMENT, INC.

211 WELSH POOL ROAD, EXTON, PA 19341CRD# 1102800Firm CRD# 116186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kurt M Ebner · EXTON, PA

Registration

CRD #1102800 · EHB FINANCIAL RESOURCES MANAGEMENT, INC. · 35 years registered

Brand Profile

Not yet started

Career History

EHB FINANCIAL RESOURCES MANAGEMNT, INC.

Apr 1991 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · April 15, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EHB FINANCIAL RESOURCES MANAGEMENT, INC.

CRD 116186 · SEC 801-123260

AUM

$135M

Regulatory assets under management

Employees

300 client accounts

Services offered by EHB FINANCIAL RESOURCES MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EHB FINANCIAL RESOURCES MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Kurt M Ebner offer?

Kurt M Ebner specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in EXTON, Pennsylvania for a consultation.

What are Kurt M Ebner's credentials?

Kurt M Ebner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kurt M Ebner located?

Kurt M Ebner is based in EXTON, Pennsylvania, working with EHB FINANCIAL RESOURCES MANAGEMENT, INC.. Their office serves clients in the EXTON metropolitan area and surrounding communities.

How does Kurt M Ebner charge for services?

Kurt M Ebner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EHB FINANCIAL RESOURCES MANAGEMENT, INC.?

EHB FINANCIAL RESOURCES MANAGEMENT, INC. has approximately 2 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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