Daniel Timothy Clare

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

• 06/2018 → 02/2021
  Buckingham Strategic Wealth
  Clayton, MO
• 08/2014 → 05/2018
  University Of Nebraska - Lincoln
  Lincoln, NE
• 09/2016 → 04/2017
  Executive Wealth Management
  Lincoln, NE
• 02/2011 → 05/2018
  Student
  Lincoln, NE
• 04/2017 → 06/2018
  Buckingham Strategic Wealth
  Lincoln, NE
• 02/2021 → 12/2021
  Flagstone Financial Management
  Lincoln, NE
• 12/2021 → Present
  Flagstone Financial Management
  Lincoln, NE

Previous Registrations

• 2018-09-25 → 2021-03-01
  Buckingham Strategic Wealth, Llc
  Lincoln, NE
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-21

Designations

• Certified Financial Planner

Other Names

• Danny Clare
• Danny T Clare