Ava Rose Heyne

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

• 08/2015 → 05/2018
  St. Stephen The Martyr Catholic School
  Omaha, NE
• 08/2018 → 05/2022
  Skutt Catholic Highschool
  Omaha, NE
• 06/2022 → 05/2023
  Jacksonville State University
  Jacksonville, AL
• 08/2023 → 05/2026
  University Of Nebraska-Lincoln
  Lincoln, NE
• 11/2024 → 10/2025
  Union Bank & Trust
  Lincoln, NE
• 10/2025 → 05/2026
  Flagstone Financial Management
  Lincoln, NE
• 05/2026 → Present
  Flagstone Financial Management
  Lincoln, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-17