Sarah Sprague Gerber

Employer firm

Momentum Financial Planning LLC CRD 298861

32 advisory clients

Reported services (Item 5G)

Financial planning
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Momentum Financial Planning Llc

Longmont, CO • United States

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Momentum Financial Planning Llc

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-09-17

S65 Uniform Investment Adviser Law Examination

2018-09-17

Designations

Certified Financial Planner

Other Names

Sarah Sprague
Sarah Larue Sprague

View on SEC IAPD