Stephanie
Tredway
Flagstone Financial Management, LLC
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About this Advisor
Stephanie Tredway is a financial advisor who works in Lincoln, Nebraska, with 7 years of relevant experience. Tredway is on the advisory team at Flagstone Financial Management, LLC. The advisor has gained experience at Executive Wealth Management, Flagstone Financial Management, LLC and Lpl Financial LLC. Tredway has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Nebraska. Flagstone Financial Management, LLC is a registered investment company that has its headquarters in Lincoln, NE. It handles $253 million in assets between its 279 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 279 client accounts, 33% belong to high-net-worth investors who have more than $1 million in assets available to invest. Flagstone Financial Management, LLC has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules typically vary depending on the type of services provided. Fees billed by Flagstone Financial Management, LLC likely are comprised 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
Stephanie Tredway Work History
Stephanie has been registered as a financial advisor for 7 years.*
Flagstone Financial Management, LLC
Executive Wealth Management
Lpl Financial LLC
*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 Stephanie Tredway 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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