Brenda Marie Zitek

Employer firm

Flagstone Financial Management, LLC CRD 285484

$468M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 01/2017
  D.A. Davidson & Co.
  Lincoln, NE
• 01/2017 → 11/2017
  Lpl Financial Llc
  Lincoln, NE
• 02/2017 → Present
  Flagstone Financial Management, Llc
  Lincoln, NE

Previous Registrations

• 2016-08-01 → 2017-01-30
  D.A. Davidson & Co.
  Lincoln, NE
• 2016-02-26 → 2016-07-28
  Smith Hayes Advisers Inc
  Lincoln, NE

Other Businesses

1) 1/13/17- NOTARY- Non-Inv. Related- start date 5/6/09-Lincoln, NE 1% 2) 1/31/17- DEPARTMENT OF HEALTH AND HUMAN SERVICES- SPECIAL SERVICES PROVIDER- Non. Inv. - start date 10/1/12- Lincoln, NE -10%.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-24

Other Names

• Brenda Zitek
• Brenda Merritt
• Brenda Marie Merritt