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Chantel Jo Koerwitz

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 2022-08-12
  • NE RA
    APPROVED
    Since 2022-08-12

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
Flagstone Financial Management Lincoln NE 12/2021 Present
Endacott Peetz Timmer & Koerwitz, Pc Llo Lincoln NE 01/2015 09/2021
  • 12/2021 → Present
    Flagstone Financial Management
    Lincoln, NE
  • 01/2015 → 09/2021
    Endacott Peetz Timmer & Koerwitz, Pc Llo
    Lincoln, NE
Other Businesses

Freelance proofreading and copyediting. I do not receive commissions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-11
  • S65 Uniform Investment Adviser Law Examination
    2022-08-11

View on SEC IAPD

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