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Blake David Flanders
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Blake D. Flanders

MOMENTUM WEALTH PLANNING | Financial Advisor
ESTERO, FL
CRD#: 7634383
Blake David Flanders
AdvisorCheck Check Mark

Professional summary

Blake David Flanders, who also goes by Blake Flanders, is a registered financial advisor currently at MOMENTUM WEALTH PLANNING located in Estero, Florida.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Blake has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Blake Flanders

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.
Real Estate Ownership; Single Family; 1136 Glenfield Dr, , Lynchburg, VA, 24502; Not Investment-Related; 02/01/2019.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake David Flanders's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 29, 2024 - Present

MOMENTUM WEALTH PLANNING

RIA
CRD#: 331563
ESTERO, FL
Past

December 1, 2022 - July 31, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
RALEIGH, NC
Past

October 28, 2022 - July 31, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
RALEIGH, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MOMENTUM WEALTH PLANNING
MOMENTUM WEALTH PLANNING | MOMENTUM WEALTH PLANNING, LLC

CRD#: 331563 / SEC#: 801-130666

RIA
Registered Investment Advisory firm - (7/25/2024 Approved)

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
Florida
(5/22/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/1/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/28/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/27/2021
Securities Industry Essentials Examination

Current Firm

MW
MOMENTUM WEALTH PLANNING
MOMENTUM WEALTH PLANNING | MOMENTUM WEALTH PLANNING, LLC

CRD#: 331563 / SEC#: 801-130666

RIA
Registered Investment Advisory firm - (7/25/2024 Approved)
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Contact information

Main Address
Estero, FL
Mailing Address
Phone number
(919) 323-4219
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MOMENTUM WEALTH PLANNING ADV PART 2A (4/7/2025)

Regulatory assets under management

Total Number of Accounts359
AUM (Assets Under Management)$ 167,587,299

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MOMENTUM WEALTH PLANNING

Financial AdvisorCRD#: 331563Estero, FL

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