Erica M. Schnabel
MOUNTAIN FLOWER INVESTMENTS & PLANNING
LAFAYETTE, CO
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CRD#: 7099199
Professional summary
Erica Michelle Schnabel, CFP®, who also goes by Erica Michelle Blake, is a registered financial advisor currently at MOUNTAIN FLOWER INVESTMENTS & PLANNING located in Lafayette, Colorado.
Erica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Erica has worked at 2 firms .
Biography
I enjoy experiencing new cultures and ways of life. The mountains and the sea are my happy places and I enjoy outdoor activities like camping, hiking, swimming and festivals. I was born and raised in Colorado and I've spent time in South Africa, Spain, Croatia, Portugal, Morocco, and Barbados.
I've persevered through adversity in my life, as we all have, and I'm grateful for the perspective I'm able to lend as a result. I'm a realist and an optimist and a manifestor of change. ?I value connections with people, growth, and personal freedom, which is why I particularly enjoy working with entrepreneurs and retirees.
I enjoy the simplicity and authenticity that comes with being a solopreneur. I am energized by strategizing with clients and piecing together the puzzle of unlocking their highest potential.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Socially Responsible Investing
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Socially Responsible Investmen...
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Erica Michelle Blake
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.
Name: Colorado State University Other Post Employment Benefits (CSU OPEB) investment committee Investment Related: Yes Address: Colorado State University System, 6001 Campus Delivery, 106 Administration Building, Fort Collins, CO 80523-6001 Nature: The OPEB Trust is comprised of four (4) underlying well-defined separate benefit plans (collectively, the " Plan") which are intended to provide eligible employees or retirees (the "Beneficiaries"), as applicable, those post-employment benefits sponsored by the University. The four plans are as follows: a. Colorado State University Retiree Medical Premium Refund Plan for DCP Participants b. Colorado State University Retiree Medical Subsidy for PERA Participants c. Colorado State University Umbrella Prescription Plan for PERA Participants d. Colorado State University Self-Insured Long-Term Disability (LTD) Income Replacement Plan Position: Investment committee member Title: Outside member Start Date: February 2020 Approximate Hours/Month: 0.5 Devoted Hours During Trading Hours/Month: 0.5 Investment Committee Duties: The governing body of the OPEB Trust is the Board of Governors of the Colorado State University System (the Board) who retains ultimate fiduciary responsibility for the portfolios. The Board has delegated the responsibility for appointing the members of the Investment Committee to the President of CSU or such Presidential delegate who is delegated in writing. The members of the Investment Committee will be composed of Vice President University Operations/CFO, CSU, Chief Total Rewards Officer, Human Resources, and three outside members with staggered terms. Each outside member may serve two consecutive three-year terms. The outside member may be re-elected after a one year absence from the Investment Committee. Ex-Officio Members and such other at-large members as may be appointed from time to time. Ex-Officio Members means the CSU System Treasurer, Executive Director HR, and University Controller. The Investment Committee will attend meetings, typically quarterly, designate investment officers and annually review the investment policy making any changes necessary by adoption. All participants in the investment process shall seek to act responsibly as custodians of the public trust.
CRS (Client Relationship Summary) - RIA
Click below to view Erica Michelle Schnabel's 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®
Start date: 2017
Experience
Current
October 9, 2019 - Present
MOUNTAIN FLOWER INVESTMENTS & PLANNING
RIA
CRD#: 305469
LAFAYETTE, CO
Past
April 30, 2019 - August 7, 2019
COLORADO CAPITAL MANAGEMENT
RIA
CRD#: 114011
BOULDER, CO
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
Colorado(10/9/2019)
IAR
Texas(5/21/2021)
Exams
Current Firm
MOUNTAIN FLOWER INVESTMENTS & PLANNING
LIFEPATH FA | SCHNABEL, ERICA MICHELLE | MOUNTAIN FLOWER INVESTMENTS & PLANNING, PBC | MOUNTAIN FLOWER INVESTMENTS & PLANNING | MOUNTAIN FLOWER I&P | LIFEPATH FINANCIAL ADVISORS, PBC | LIFEPATH FINANCIAL ADVISORS
CRD#: 305469 / SEC#:
California
Registered Investment Advisory firm - (11/1/2025 Terminated)Colorado
Registered Investment Advisory firm - (10/9/2019 Approved)Texas
Registered Investment Advisory firm - (5/21/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
New Braunfels, TX
Mailing Address
Phone number
(303) 351-1434
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 59 |
| AUM (Assets Under Management) | $ 11,311,400 |
Red Flags
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