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William Louis Ebs

Investment adviser representative at Momentum Independent Network Inc.
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Momentum Independent Network Inc.Aug 2015 to now
  2. Sws Financial Services IncAug 2015 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 3 states (CO, TX, VA).

Momentum Independent Network Inc.

$1.6BAssets managed
2,879Clients
121Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5552028
Firm CRD
17587
Advisor's SEC record (opens in a new tab)
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