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Sarah Sprague Gerber

Momentum Financial Planning LLC

Longmont, CO

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Current Employers
Momentum Financial Planning Llc

Longmont, CO • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-31
CO RA APPROVED 2021-03-12
  • TX RA
    APPROVED_RES
    Since 2023-01-31
  • CO RA
    APPROVED
    Since 2021-03-12

Branch Locations

Longmont, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Momentum Financial Planning Llc Longmont CO 10/2018 Present
Flow Financial Planning Llc Seattle WA 09/2017 10/2019
Moneylion San Francisco CA 07/2018 12/2022
Yapstone Walnut Creek CA 06/2016 07/2018
  • 10/2018 → Present
    Longmont, CO
  • 09/2017 → 10/2019
    Flow Financial Planning Llc
    Seattle, WA
  • 07/2018 → 12/2022
    Moneylion
    San Francisco, CA
  • 06/2016 → 07/2018
    Yapstone
    Walnut Creek, CA
Other Businesses

Advice-Only Network, Chief Community Officer This business is not investment-related and operates virtually. Its purpose is to connect advice-only advisors to each other and create community. August 2025 - Present 5-7 hours/week Duties include managing Discord group, meeting each new member advisor, hosting informational webinars and podcast, and so on.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-17
  • S65 Uniform Investment Adviser Law Examination
    2018-09-17
Designations
Other Names
  • Sarah Sprague
  • Sarah Larue Sprague

View on SEC IAPD

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