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Stephanie Patrice Tredway

Flagstone Financial Management, LLC

Lincoln, NE

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Current Employers
Flagstone Financial Management, Llc

5801 Hidcote Dr. Ste 100, Lincoln, NE 68516 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2016-12-21
  • NE RA
    APPROVED
    Since 2016-12-21

Branch Locations

5801 Hidcote Dr. Ste 100, Lincoln, NE 68516 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Lincoln NE 08/2010 11/2017
Executive Wealth Management Lincoln NE 01/2016 01/2017
Flagstone Financial Management, Llc Lincoln NE 12/2016 Present
Previous Registrations
  • 2016-02-08 → 2017-01-17
    Executive Wealth Management
    Lincoln, NE
  • 2010-08-13 → 2016-02-05
    Lpl Financial Llc
    Lincoln, NE
    Lincoln, NE
  • 2009-01-16 → 2010-08-13
    Smith Hayes Advisers Inc
    Lincoln, NE
    Lincoln, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-30
  • S66 Uniform Combined State Law Examination
    2008-12-30
Other Names
  • Stephanie Hoffman

View on SEC IAPD

Other Firms

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AMERITAS INVESTMENT PARTNERS, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES

Other Investors

LINDA D THRAEN
THERESA JEAN OCHS
JULIE ANN SCHADT
JEREMY MICHAEL ROBSON
SCOTT RAYMOND FARMEN
JEFFREY BRIAN FERN
MICHAEL EUGENE SHOEMAKER
GARY LEON PETTITT

Other Offices

AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
LPL FINANCIAL LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
U.S. BANCORP ADVISORS, LLC · Lincoln, NE

More in Lincoln, NE

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