Richard Michael Flanders

Current Employers

Matson Money, Inc.

5955 Deerfield Blvd., Mason, OH 45040 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2017-03-23

NC RA
APPROVED

Since 2017-03-23

Branch Locations

Greensboro, NC • United States

Strategic Planning Corporation

Colfax, NC • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2013-11-01
NC	RA	APPROVED	2007-05-21

SC RA
APPROVED

Since 2013-11-01
NC RA
APPROVED

Since 2007-05-21

Branch Locations

Colfax, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
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
Strategic Planning Corp.	Greensboro	NC	03/1986	Present
Capital Investment Group, Inc.	Greensboro	NC	07/1988	12/2018

03/1986 → Present

Strategic Planning Corp.

Greensboro, NC
07/1988 → 12/2018

Capital Investment Group, Inc.

Greensboro, NC

Previous Registrations

2022-06-28 → 2026-06-01

Efficient Advisors

Colfax, NC
2019-04-05 → 2023-04-21

Sowell Management

Colfax, NC

Other Businesses

1) REAL ESTATE BROKER LICENSE, DOING BUSINESS THROUGH MIKE FLANDERS REALTOR, SINCE 1984, PRIVATE RESIDENCE, SOLE-PROPRIETOR, 100% OWNER, NOT INVESTMENT RELATED, DUTIES: LIST & SELL HOUSES, 2 HOURS PER MONTH, 0.5 HOURS MONTHLY DURING TRADING HOURS, COMPENSATION: FEES/COMMISSION. 2) LIFE, ACCIDENT & HEALTH, VARIABLE LIFE AND ANNUITY, AND MEDICARE/LONG TERM CARE INSURANCE LICENSED. THE INSURANCE ACTIVITIES ARE CARRIED ON IN CONNECTION OR THROUGH STRATEGIC PLANNING CORPORATION EMPLOYMENT. STARTED 3/1986 3) MATSON MONEY. INVESTMENT ADVISOR REPRESENTATIVE/SOLICITOR. 5955 DEERFIELD BLVD, MASON, OH 45040. SOLICITOR FOR RIA FIRM. INVESTMENT RELATED. STARTED 2017. UP TO 40 HRS/WK, 40 DURING NORMAL TRADING HRS. 4) SOWELL MANAGEMENT. INVESTMENT ADVISOR REPRESENTATIVE/SOLICITOR. 5320 NORTHSHORE DRIVE, NORTH LITTLE ROCK, AR 72118. SOLICITOR FOR RIA FIRM. INVESTMENT RELATED. SINCE: 04/12/19. UP TO 40 HRS/WK, 40 DURING NORMAL TRADING HRS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1984-12-13

S63 Uniform Securities Agent State Law Examination

1984-12-13

Designations

Other Names

Mike Flanders
Richard M Flanders
R Michael Flanders

View on SEC IAPD