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Flagstone Financial Management, LLC CRD 285484
$468M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5801 Hidcote Dr. Ste 100, Lincoln, NE 68516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flagstone Financial Management | Lincoln | NE | 12/2021 | Present |
| Endacott Peetz Timmer & Koerwitz, Pc Llo | Lincoln | NE | 01/2015 | 09/2021 |
Freelance proofreading and copyediting. I do not receive commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-11 |
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