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FLAGSTONE FINANCIAL MANAGEMENT, LLC

LINCOLN, NE · CRD 285484 · IAPD ↗ · 402-413-0440

$467.8MRegulatory AUM
5Advisory reps
11Employees
1Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
March 2025 — FLAGSTONE FINANCIAL MANAGEMENT, LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — FLAGSTONE FINANCIAL MANAGEMENT, LLC reported RAUM up 26% ($252.5M -> $318.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.