Daniel
Clare
Flagstone Financial Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniel Clare is a certified financial planner who works out of Lincoln, Nebraska with 2 years of industry experience. Clare is on the advisory team at Flagstone Financial Management, LLC. During their career, Clare has held roles at Buckingham Strategic Wealth, University Of Nebraska - Lincoln, Lincoln Southeast High School, Executive Wealth Management, Student and Flagstone Financial Management. Clare has a Series 65 license, designating them as an investment advisor representative, and is approved to work in Nebraska. Flagstone Financial Management, LLC is a registered investment business that has its headquarters in Lincoln, NE. It handles $253 million in total assets among its 279 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 279 accounts, 33% are associated with high-net-worth individuals who have more than $1 million in assets. The company performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules usually are based on the type of financial services provided. However, fee types billed by Flagstone Financial Management, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Daniel Clare Work History
Daniel has been registered as a financial advisor for 2 years.*
Flagstone Financial Management
Flagstone Financial Management
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Executive Wealth Management
University Of Nebraska - Lincoln
Student
Lincoln Southeast High School
*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 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
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
