Flagstone Financial Management, LLC

Flagstone Financial Management, LLC (CRD# 285484) is a financial advisory firm headquartered in Lincoln, NE. They manage $318,028,852 in 331 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5801 Hidcote Dr. Ste 100, Lincoln, NE 68516
https://www.facebook.com/michael.t.johnson.319
By the Numbers
  • Total Assets Under Management
    318
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $960,812
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
The map below shows states where this firm has explicit registration only.

AZ, CO, NE, TX

Financial Advisors at Flagstone Financial Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Daniel Clare, financial advisor Lincoln NE
Daniel T. Clare
CRD#: 6701675
5801 Hidcote Dr. Ste 100, Lincoln, NE 68516

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.

2
Michael Johnson, financial advisor Lincoln NE
Michael T. Johnson
CRD#: 2754467
5801 Hidcote Dr. Ste 100, Lincoln, NE 68516

Michael Johnson (CRD# 2754467) is an Investment Advisor Representative working at Flagstone Financial Management, LLC in Lincoln, NE and has over 21 years of experience in the finance industry.

3
Daniel Stous, financial advisor Lincoln NE
Daniel C. Stous
CRD#: 6839094
5801 Hidcote Dr. Ste 100, Lincoln, NE 68516

Daniel Stous (CRD# 6839094) is an Investment Advisor Representative working at Flagstone Financial Management, LLC in Lincoln, NE and has over 6 years of experience in the finance industry.

4
Stephanie Tredway, financial advisor Lincoln NE
Stephanie P. Tredway
CRD#: 5452046
5801 Hidcote Dr. Ste 100, Lincoln, NE 68516

Stephanie Tredway (CRD# 5452046) is an Investment Advisor Representative working at Flagstone Financial Management, LLC in Lincoln, NE and has over 15 years of experience in the finance industry.

5
Brenda Zitek, financial advisor Lincoln NE
Brenda M. Zitek
CRD#: 5543510
5801 Hidcote Dr. Ste 100, Lincoln, NE 68516

Brenda Zitek (CRD# 5543510) is an Investment Advisor Representative working at Flagstone Financial Management, LLC in Lincoln, NE and has over 8 years of experience in the finance industry.

6
Chantel Koerwitz, financial advisor Lincoln NE
Chantel J. Koerwitz
CRD#: 7603091
5801 Hidcote Dr. Ste 100, Lincoln, NE 68516

Chantel Koerwitz (CRD# 7603091) is an Investment Advisor Representative working at Flagstone Financial Management, LLC in Lincoln, NE and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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