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RIA / WealthAdvisor36 years in industry

DAVID ERNEST FLANDERS

Advisor at MOMENTUM WEALTH PLANNING

ESTERO, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 2, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MOMENTUM WEALTH PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 7, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 7, 1990
First registration: Oct 2, 2001
Dual registered: no
Other names: DAVID ERNEST FLANDERS
IAPD individual key: 2052721

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOMENTUM WEALTH PLANNING	Independent wealth	Apr 22, 2025	n/a	yes	ESTERO, FL	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Apr 24, 2015	Aug 16, 2024	no	RALEIGH, NC\|Apex, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Apr 27, 2015	no	WILLIAMSVILLE, NY\|WILLIAMSVILLE, NY\|WILLIAMSVILLE, NY\|RALEIGH, NC	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Oct 2, 2001	Jul 1, 2003	no	BUFFALO, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	MOMENTUM WEALTH PLANNING	Aug 16, 2024	Apr 22, 2025	249	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	AMERIPRISE FINANCIAL SERVICES, LLC	Apr 27, 2015	Apr 24, 2015	-3	Firm change	Wirehouse to ibd
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Relationships

Registered with (4)

→ MOMENTUM WEALTH PLANNINGRegistered adviserregistration: current employment
Apr 22, 2025 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 24, 2015 to Aug 16, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Apr 27, 2015factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Oct 2, 2001 to Jul 1, 2003factForm ADV

Dated events

Occurred
Aug 16, 2024
Advisor changed firm
David Ernest Flanders left Ameriprise Financial Services, Llc for Momentum Wealth Planning (registered 2025-04-22)
Form ADVobserved 6 days ago