Daniel Clare, financial advisor Lincoln NE

Daniel Clare

CRD Number: 6701675
Current Firm: Flagstone Financial Management, LLC

Daniel Clare (CRD# 6701675) is an Investment Advisor Representative working at Flagstone Financial Management, LLC in Lincoln, NE and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Flagstone Financial Management Lincoln, NE Feb 2021 - Current < 1
Buckingham Strategic Wealth Clayton, MO Jun 2018 - Feb 2021 2
Buckingham Strategic Wealth Lincoln, NE Apr 2017 - Jun 2018 1
University Of Nebraska - Lincoln Lincoln, NE Aug 2014 - May 2018 3
Student Lincoln, NE Feb 2011 - May 2018 7
Executive Wealth Management Lincoln, NE Sep 2016 - Apr 2017 < 1
Lincoln Southeast High School Lincoln, NE Aug 2010 - Aug 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Daniel T. Clare
Phone Number: 402-413-0440
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    209
    MILLIONS
  • Total Number of Accounts
    743
    ACCOUNTS
  • Average Account Value
    $281,496
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CO, NE, TX

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