Chantel
Koerwitz
Flagstone Financial Management, LLC
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About this Advisor
Chantel Koerwitz is a financial advisor working out of Lincoln, Nebraska with a total of 1 year of relevant experience. Koerwitz is an employee of Flagstone Financial Management, LLC. Over the course of their career, they have held roles at Flagstone Financial Management, Endacott Peetz Timmer & Koerwitz, Pc Llo, Lincoln Public Schools and Homemaker. Koerwitz maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Nebraska. Flagstone Financial Management, LLC is a financial advisory company that has its headquarters in Lincoln, NE. It administers $253 million in total assets among its 279 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises six charities and foundations. Of its 279 accounts, 33% belong to high-net-worth investors who have more than $1 million in assets. The company offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services usually vary depending on the services provided. However, fee types billed by Flagstone Financial Management, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Flagstone Financial Management, LLC Brokerage Details
$252,462,259
7
279
$904,883
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Chantel Koerwitz Work History
Chantel has been registered as a financial advisor for 1 years.*
Flagstone Financial Management
Endacott Peetz Timmer & Koerwitz, Pc Llo
Lincoln Public Schools
Homemaker
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chantel Koerwitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Flagstone Financial Management, LLC
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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