Kurt M. Ebner

EHB FINANCIAL RESOURCES MANAGEMNT

EXTON, PA 19341

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CRD#: 1102800

Professional summary

Kurt M Ebner, CFP®, who also goes by Kurt Miller Ebner, is a registered financial advisor currently at EHB FINANCIAL RESOURCES MANAGEMNT, INC. located in Exton, Pennsylvania.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Kurt has worked at 6 firms and has passed the Series 63, Series 6, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kurt Miller Ebner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt M Ebner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

April 15, 1991 - Present

EHB FINANCIAL RESOURCES MANAGEMNT, INC.

Office #1: 674 Exton Commons, Exton, PA 19341

RIA

CRD#: 116186

EXTON, PA

Past

August 4, 1998 - January 12, 1999

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

May 8, 1990 - December 14, 1991

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

December 21, 1984 - May 28, 1988

FSC SECURITIES CORPORATION

CRD#: 7461

Past

May 23, 1983 - January 16, 1985

HEATHER AGENCY, INC.

CRD#: 398

Past

February 28, 1983 - August 23, 1983

PATTEN SECURITIES CORP.

CRD#: 8210

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EHB FINANCIAL RESOURCES MANAGEMNT, INC.

EHB FINANCIAL RESOURCES MANAGEMENT, INC. | EHB FINANCIAL RESOURCES MANAGEMNT, INC.

CRD#: 116186 / SEC#: 801-123260

RIA

Registered Investment Advisory firm - (2/23/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/2/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/15/1991)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/3/1998

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 2/19/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/3/1990

General Securities Principal Examination

Current Firm

EHB FINANCIAL RESOURCES MANAGEMNT, INC.

EHB FINANCIAL RESOURCES MANAGEMENT, INC. | EHB FINANCIAL RESOURCES MANAGEMNT, INC.

CRD#: 116186 / SEC#: 801-123260

RIA

Registered Investment Advisory firm - (2/23/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/2/2022 Terminated)

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Contact information

Main Address

211 Welsh Pool Road Suite 110, Exton, PA 19341

Mailing Address

Phone number

(610) 594-2701

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 BROCHURE (2/5/2025)

Regulatory assets under management

Total Number of Accounts	80
AUM (Assets Under Management)	$ 152,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kurt M. Ebner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt M Ebner's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD MARKETING CORPORATION

QUEST CAPITAL STRATEGIES, INC.

FSC SECURITIES CORPORATION

HEATHER AGENCY, INC.

PATTEN SECURITIES CORP.

Primary Firm SEC Registration

EHB FINANCIAL RESOURCES MANAGEMNT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/24/1998

Series 6

Date: 8/3/1998

Series 7

Date: 2/19/1983

Series 24

Date: 5/3/1990

Current Firm

EHB FINANCIAL RESOURCES MANAGEMNT, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EHB FINANCIAL RESOURCES MANAGEMNT, INC.

TRUST BUT VERIFY

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