Daniel Clare (CRD# 6701675) is an Investment Advisor Representative working at Flagstone Financial Management, LLC in Lincoln, NE and has over 5 years of experience in the finance industry. Daniel Clare has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flagstone Financial Management | Lincoln, NE | Dec 2021 - Current | 2 |
| Flagstone Financial Management | Lincoln, NE | Feb 2021 - Dec 2021 | < 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 |
- NE
-
Total Assets Under Management318MILLIONS
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Total Number of Accounts331ACCOUNTS
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Average Account Value$960,812
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CO, NE, TX
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