Flagstone Financial Advisors, Inc.
Flagstone Financial Advisors, Inc. (CRD# 112507) is a financial advisory firm headquartered in Basalt, CO. They manage $59,653,772 in 213 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts213ACCOUNTS
Average Account Value$280,065
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Jacqueline Neal (CRD# 5797819) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Omaha, NE and has over 7 years of experience in the finance industry.
Steven Knous (CRD# 4433880) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has 1 year of experience in the finance industry.