Walter Ebner, financial advisor Glenview IL

Walter Ebner

CRD Number: 1185177
Current Firm: Echo Prudent Capital LLC

Walter Ebner (CRD# 1185177) is an Investment Advisor Representative working at Echo Prudent Capital LLC in Glenview, IL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Echo Prudent Capital LLC Glenview, IL May 2022 - Current 2
Cancer Calculus Nfp Glenview, IL Jan 2021 - Current 3
Semiretired Chicago, IL Apr 2020 - Jan 2021 < 1
Bank Of Montreal Chicago, IL Jul 1996 - Mar 2020 23
Bmo Nesbitt Burns Corp Chicago, IL Jul 1996 - Mar 2020 23
Bmo Capital Markets Corp. Chicago, IL Jul 1996 - Mar 2020 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S65 NASAA Investment Advisors Law Examination May 2022
Contact Info for Walter J. Ebner
Phone Number: (312) 547-9102
Registered State(s):
  • IL
  • TX
Current Firm Details
Echo Prudent Capital LLC
Firm's CRD Number: 322141
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $1,162,182
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, TX

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