Momentum Financial Planning LLC
Momentum Financial Planning LLC (CRD# 298861) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Momentum Financial Planning LLC
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Momentum Financial Planning LLC
1
Sarah Gerber (CRD# 7030174) is an Investment Advisor Representative working at Momentum Financial Planning LLC in Arvada, CO and has over 5 years of experience in the finance industry.
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