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Erica Michelle Schnabel

Mountain Flower Investments & Planning, LLC

San Marcos, TX

CRD 7099199

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Employer firm

Mountain Flower Investments & Planning, LLC CRD 305469

$14.4M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Mountain Flower Investments & Planning, Llc

San Marcos, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-21
CO RA APPROVED 2019-10-09
  • TX RA
    APPROVED
    Since 2021-05-21
  • CO RA
    APPROVED
    Since 2019-10-09

Branch Locations

San Marcos, TX • 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
Colorado Capital Management Boulder CO 04/2019 08/2019
First National Bank Fort Collins CO 05/2007 04/2019
Mountain Flower Investments & Planning, Llc San Marcos TX 08/2019 Present
Previous Registrations
Other Businesses

Name: RiverSong Revival LLC Investment Related: No Address: 107 Suttles Ave, San Marcos, TX 78666 Nature: A holistic practice that seeks to restore personal balance and wellbeing. Position: Co-Owner Title: Practitioner Start Date: April 2026 Approximate Hours/Month: 40 - 60 Devoted Hours During Trading Hours/Month: 5 - 10 Practitioner Duties: Provide personal, pet, and home energetic rebalancing, and detoxification counselling.

Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Erica Michelle Blake

View on SEC IAPD

More in San Marcos, TX

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