Kurt Ebner has been President, Chief Compliance Officer of Ehb Financial Resources Management since August 1985, is a control person of the firm and directly owns 75% or more of it.
Ehb Financial Resources Management, Inc. is an Exton, PA firm with $164M under management, 90 clients and 1 adviser in one office, as of its February 2026 filing.
- – present · 35 yearsExton, PA · Adviser representative · Firm CRD 116186
Investment adviser representative registrations
Kurt Ebner is registered as an investment adviser representative in Pennsylvania, since April 1991.
- PennsylvaniaSince 15 April 1991
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 24 September 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 August 1998 |
| Series 24 | General Securities Principal Examination | 3 May 1990 |
| Series 7 | General Securities Representative Examination | 19 February 1983 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Kurt M Ebner
- CRD
- 1102800
- Firm
- Ehb Financial Resources Management · CRD 116186
- Role
- President, Chief Compliance Officer
- Office
- 674 EXTON COMMONS, Exton, PA 19341
- Registration
- Investment adviser registration
- In the industry since
- April 1991
- Disciplinary history
- Not yet shown here · SEC record
Where does Kurt Ebner work?
Kurt Ebner has been President, Chief Compliance Officer of Ehb Financial Resources Management, Inc. since August 1985, and is a control person of the firm.
Is Kurt Ebner a financial advisor?
Yes. Kurt Ebner has a current investment-adviser registration in Pennsylvania, through Ehb Financial Resources Management since April 1991.
How many years of experience does Kurt Ebner have?
Kurt Ebner has 35 years in the financial industry, since April 1991, across 1 adviser firm.
What exams has Kurt Ebner passed?
Kurt Ebner has passed 4 licensing exams: the Series 7, Series 24, Series 6 and Series 63. The earliest, the Series 7, was passed in February 1983.
Where is Kurt Ebner based?
Kurt Ebner’s registered office is in Exton, PA.
Is Kurt Ebner registered with FINRA?
No. Kurt Ebner has no current broker registration.
How can I verify Kurt Ebner’s record?
Search CRD 1102800 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kurt Ebner’s full registration record.