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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 2026-08-17
  • NE RA
    APPROVED
    Since 2026-08-17

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
St. Stephen The Martyr Catholic School Omaha NE 08/2015 05/2018
Skutt Catholic Highschool Omaha NE 08/2018 05/2022
Jacksonville State University Jacksonville AL 06/2022 05/2023
University Of Nebraska-Lincoln Lincoln NE 08/2023 05/2026
Union Bank & Trust Lincoln NE 11/2024 10/2025
Flagstone Financial Management Lincoln NE 10/2025 05/2026
Flagstone Financial Management Lincoln NE 05/2026 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-17
  • S65 Uniform Investment Adviser Law Examination
    2026-08-17

View on SEC IAPD

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