Daniel
Clare
Flagstone Financial Management, LLC
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About this Advisor
Daniel Clare is a financial advisor based in Lincoln, Nebraska, working with Flagstone Financial Management, LLC. Daniel has previously held positions at Buckingham Strategic Wealth, University Of Nebraska - Lincoln, Lincoln Southeast High School, Executive Wealth Management, Student, and Flagstone Financial Management. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Nebraska. Currently, Daniel is part of Flagstone Financial Management, LLC, which operates out of Lincoln, Nebraska. The firm has 6 employees and manages assets totaling $318.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Flagstone Financial Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flagstone Financial Management, LLC Brokerage Details
$318,028,852
6
331
$960,812
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Daniel Clare Work History
Flagstone Financial Management
Flagstone Financial Management
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Executive Wealth Management
University Of Nebraska - Lincoln
Student
Lincoln Southeast High School
Disclosures
Please visit the SEC profile of Daniel Clare 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
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