Daniel
Stous
Flagstone Financial Management, LLC
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About this Advisor
Daniel Stous is a certified financial planner operating out of Lincoln, Nebraska with a total of 5 years of industry experience. Stous is an advisor for Flagstone Financial Management, LLC. Throughout their career, Stous has worked at Flagstone Financial Management and Union Bank & Trust Company. Stous maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Nebraska. Flagstone Financial Management, LLC is a firm operating out of Lincoln, NE. It manages $253 million in assets among its 279 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 279 client accounts, 33% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Flagstone Financial Management, LLC performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Flagstone Financial Management, LLC can consist 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
Daniel Stous Work History
Daniel has been registered as a financial advisor for 5 years.*
Flagstone Financial Management
Union Bank & Trust Company
Union Bank & Trust Company
*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 Stous 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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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.
