Blake D. Flanders

MOMENTUM WEALTH PLANNING | Financial Advisor

ESTERO, FL

CRD#: 7634383

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.

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.

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

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/1/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/28/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/27/2021

Securities Industry Essentials Examination

Current Firm

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

SEC notice filing (5 States and Territories)

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 Accounts	359
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.