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Blake David Flanders

Momentum Wealth Planning

Estero, FL

Estero, FL

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Current Employers
Momentum Wealth Planning

Estero, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-22
  • FL RA
    APPROVED
    Since 2025-05-22

Branch Locations

Estero, FL • United States

Estero, FL • 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
Ameriprise Financial Services Raleigh NC 10/2022 10/2022
Liberty University Lynchburg VA 06/2019 08/2022
Na Apex NC 01/2012 06/2019
Ameriprise Financial Services, Llc Raleigh NC 03/2020 03/2020
Ameriprise Financial Services, Llc. Raleigh NC 10/2022 07/2024
Momentum Wealth Planning, Llc Apex NC 07/2024 05/2025
Momentum Wealth Planning, Llc Estero FL 05/2025 Present
  • 10/2022 → 10/2022
    Ameriprise Financial Services
    Raleigh, NC
  • 06/2019 → 08/2022
    Liberty University
    Lynchburg, VA
  • 01/2012 → 06/2019
    Na
    Apex, NC
  • 03/2020 → 03/2020
    Ameriprise Financial Services, Llc
    Raleigh, NC
  • 10/2022 → 07/2024
    Ameriprise Financial Services, Llc.
    Raleigh, NC
  • 07/2024 → 05/2025
    Momentum Wealth Planning, Llc
    Apex, NC
  • 05/2025 → Present
    Momentum Wealth Planning, Llc
    Estero, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-01
  • S66 Uniform Combined State Law Examination
    2022-12-01
Designations
Other Names
  • Blake Flanders

View on SEC IAPD

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