Stephanie Tredway, financial advisor Lincoln NE
93 score

Stephanie Tredway

CRD Number: 5452046
Current Firm: Flagstone Financial Management, LLC

Stephanie Tredway (CRD# 5452046) is an Investment Advisor Representative working at Flagstone Financial Management, LLC in Lincoln, NE and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Flagstone Financial Management, LLC Lincoln, NE Dec 2016 - Current 1
Lpl Financial LLC Lincoln, NE Aug 2010 - Current 7
Executive Wealth Management Lincoln, NE Jan 2016 - Jan 2017 1
Smith Hayes Financial Services Lincoln, NE Nov 2007 - Aug 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Stephanie P. Tredway
Phone Number: 402-413-0440
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    118
    MILLIONS
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $615,274
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
  • Other
Types of Clients
Registered States

CO, NE, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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