Erben Associates logo
VerifiedFinancial Services· Founded 1992

Erben Associates

Too many business owners and executives fail to plan their exit which results in uncertainty, anxiety, and very often unintended consequences. However, they can successfully navigate the complexities of a comprehensive exit or succession from the business. Erben Associates helps business owners and executives feel empowered through their propriety framework, to create a strategic, seamless, and successful transition with minimal risk. Securities Offered Through M Holdings Securities, Inc, a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Erben Associates, LLC. Erben Associates is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

7-day free trial · no credit card

HeadquartersAustin, United StatesEmployees12(11 to 50)Annual revenue$1M to <$10MFounded year1992Websiteerbenassociates.comLinkedIn profileLinkedIn

Verified contacts

10

available on Kipplo

LinkedIn employees

12

11 to 50 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

1

tools in use

Monthly traffic

39

organic / mo

Sign up free to see all 10 verified contacts at Erben Associates

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

10 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Erben Associates

9 distinct titles indexed · top 9 shown.

  • 1client experience manager
  • 1client services manager
  • 1director of business planning
  • 1director of financial planning
  • 1director of managed assets
  • 1financial planning analyst
  • 1head of marketing and client services
  • 1investment coordinator
  • 1investment supervisor

Sign up to unlock all 10 contacts at Erben Associates

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 10 verified contacts at Erben Associates

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Erben Associates | Kipplo Discover