Mountain Flower Investments & Planning

Mountain Flower Investments & Planning (CRD# 305469) is a financial advisory firm headquartered in Lafayette, CO. They manage $8,954,100 in 56 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2770 Arapahoe Rd, Ste 132-1077, Lafayette, CO 80026
https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/e5f0fe8b-c0e3-4916-8f63-085fd4b050cd
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $159,895
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Mountain Flower Investments & Planning
Showing 1 - 1 of 1 top financial advisors.
1
Erica Blake, financial advisor Lafayette CO
Erica M. Blake
CRD#: 7099199
2770 Arapahoe Rd, Ste 132-1077, Lafayette, CO 80026

Erica Blake (CRD# 7099199) is an Investment Advisor Representative working at Mountain Flower Investments & Planning in Lafayette, CO and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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