AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Michael Tate Johnson

Michael Tate Johnson

CFP®
FLAGSTONE FINANCIAL MANAGEMENT
LINCOLN, NE
·CRD# 2754467·24 years experience

Professional Summary

Michael Tate Johnson, CFP® is a registered financial advisor currently at FLAGSTONE FINANCIAL MANAGEMENT, LLC located in Lincoln, Nebraska. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 4, Series 53 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

$500K–$1M

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Who I Serve

Business Owners & Entrepreneurs
High Net Worth Individuals & Families

Services Offered

  • Financial Planning
  • Business Services
  • Estate & Legacy Planning
  • Risk Management & Insurance
  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Social Security & Medicare Planning

Biography

I love working with clients and building Flagstone. However, my real passion and purpose is my family.  My wife Jill and I have been married for longer than 21 years. We have a 16-year-old son named Sam, a 12-year-old daughter named Sophie and a Labrador retriever named Rocky. We spend a lot of time watching our kids play sports, playing Uno, Monopoly and other games and trying to capture as many experiences as we can...

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

MS
Matthew Johnston Schinazi

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
View profile
RK
Robert L Karp

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#
JL
Jose David Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

MS
Matthew Johnston Schinazi

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
RK
Robert L Karp

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#
JL
Jose David Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#
Paul Jeremiah Toohey
Paul Jeremiah Toohey

TCFG INVESTMENT ADVISORS, LLC

Anaheim Hills, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

MS
Matthew Johnston Schinazi

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
RK
Robert L Karp

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#
JL
Jose David Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#
Paul Jeremiah Toohey
Paul Jeremiah Toohey

TCFG INVESTMENT ADVISORS, LLC

Anaheim Hills, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

MS
Matthew Johnston Schinazi

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
RK
Robert L Karp

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#
JL
Jose David Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#
Paul Jeremiah Toohey
Paul Jeremiah Toohey

TCFG INVESTMENT ADVISORS, LLC

Anaheim Hills, CA · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2010

Years of Experience

24 years in the financial services industry

Current & Past Employments

FLAGSTONE FINANCIAL MANAGEMENT, LLC·CRD# 285484
RIA
5801 Hidcote Dr. Ste 100, Lincoln, NE 68516
December 20, 2016 - Present
EXECUTIVE WEALTH MANAGEMENT·CRD# 281667
RIA
Lincoln, NE
November 25, 2015 - January 17, 2017
LPL FINANCIAL LLC·CRD# 6413
RIA
Lincoln, NE
August 13, 2010 - February 4, 2016
LPL FINANCIAL LLC·CRD# 6413
BD
Lincoln, NE
August 13, 2010 - November 3, 2017
SMITH HAYES ADVISERS INC·CRD# 110776
RIA
Lincoln, NE
January 25, 2005 - August 13, 2010
SMITH HAYES FINANCIAL SERVICES CORPORATION·CRD# 17059
BD
Lincoln, NE
February 28, 2002 - August 13, 2010

Similar Advisors

MS
Matthew Johnston Schinazi

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
RK
Robert L Karp

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#
JL
Jose David Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#
Paul Jeremiah Toohey
Paul Jeremiah Toohey

TCFG INVESTMENT ADVISORS, LLC

Anaheim Hills, CA · CRD#

Current Firm

FLAGSTONE FINANCIAL MANAGEMENT, LLC
FLAGSTONE FINANCIAL MANAGEMENT, LLC

FLAGSTONE FINANCIAL MANAGEMENT, LLC

CRD#: 285484 / SEC#: 801-108722
RIA
Registered Investment Advisory firm - SEC (11/28/2016 Approved)

Contact Information

Main Address

5801 Hidcote Dr. Ste 100, Lincoln, NE 68516

Phone Number

(402) 413-0440

# of Employees

11

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (4/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

353

AUM (Assets Under Management)

$467,767,160

Similar Advisors

MS
Matthew Johnston Schinazi

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
RK
Robert L Karp

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#
JL
Jose David Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#
Paul Jeremiah Toohey
Paul Jeremiah Toohey

TCFG INVESTMENT ADVISORS, LLC

Anaheim Hills, CA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 3/15/2011: Again, LLC - Investment Related - At Reported Business Location(s) - No Time Spent - This entity previously made deposits in mutual savings banks w/ goal to buy stock on IPO when mutual converts to publicly traded stock bank (deposit holders get that right).
(2) 1/3/2017: Flagstone Holdings - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/30/16 - 50 Hours Per Month/6 Hours During Securities Trading.
(3) 1/9/2018: Royal Oak, LLC; not investment related;5801 Hidcote Dr. Ste 300, Lincoln, NE 68516; Commercial real estate ownership; Manager (non-owner); owns the building where the IA Firm is located; 10 hrs/mo, 2 hrs/mo during trading hours.
(4) Member; Swojo, LLC; Investment Related: Yes; Location: 1230 Aries Dr suite a, Lincoln, NE 68512; Description of the business: Swojo is an LLC set up to hold real estate investments for the two owners. Michael Johnson is 50% owner in Swojo. The real estate investments are currently and anticipated to hold passive real estate investments organized by 3rd parties where Swojo is an investor in such projects.; Responsibilities Duties: None other than making investments and assisting in the operations of the LLC, although they are expected to be limited.; Start date with business: 2020-11-16; Hours devoted to business during trading hours: .01; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1;
(5) Member; Upper Hand, LLC; Investment Related: Yes; Location: 1230 Aries Dr suite a, Lincoln, NE 68512; Description of the business: Upper Hand is an LLC set up to hold real estate investments for the two owners. Michael Johnson is 50% owner in Upper Hand. The real estate investments are currently and anticipated to hold passive real estate investments organized by 3rd parties where Upper Hand is an investor in such projects.; Responsibilities Duties: None other than making investments and assisting in the operations of the LLC, although they are expected to be limited.; Start date with business: 2020-11-16; Hours devoted to business during trading hours: .01; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1;
(6) Michael Johnson is currently employed as Professor at the University of Nebraska - Lincoln. In this role, Michael Johnson teaches a CFP education class on estate planning, which provides students with credit toward a finance degree at UNL. This activity accounts for approximately 10% of their time. Clients of Flagstone Financial Management are not involved in, nor are they solicited to participate in this outside business activity.

Similar Advisors

MS
Matthew Johnston Schinazi

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
RK
Robert L Karp

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#
JL
Jose David Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#
Paul Jeremiah Toohey
Paul Jeremiah Toohey

TCFG INVESTMENT ADVISORS, LLC

Anaheim Hills, CA · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FLAGSTONE FINANCIAL MANAGEMENT, LLC
FLAGSTONE FINANCIAL MANAGEMENT, LLC

FLAGSTONE FINANCIAL MANAGEMENT, LLC

CRD#: 285484 / SEC#: 801-108722
RIA
Registered Investment Advisory firm - SEC (11/28/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Nebraska
(12/21/2016)
IAR
Texas
(12/20/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2002About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Nov 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2002About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Feb 2003About the Series 4 exam

Series 53 — Municipal Securities Principal Examination

Passed Aug 2002About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Mar 2002About the Series 24 exam

Similar Advisors

MS
Matthew Johnston Schinazi

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
RK
Robert L Karp

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#
JL
Jose David Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#
Paul Jeremiah Toohey
Paul Jeremiah Toohey

TCFG INVESTMENT ADVISORS, LLC

Anaheim Hills, CA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Michael Tate Johnson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Michael

  • Financial Planning
  • Business Services
  • Estate & Legacy Planning
  • Risk Management & Insurance
  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Social Security & Medicare Planning

Similar Advisors

MS
Matthew Johnston Schinazi

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW YORK, NY · CRD#
RK
Robert L Karp

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

NEW YORK, NY · CRD#
JL
Jose David Lozano

STONEX FINANCIAL INC.

WINTER PARK, FL · CRD#
Paul Jeremiah Toohey
Paul Jeremiah Toohey

TCFG INVESTMENT ADVISORS, LLC

Anaheim Hills, CA · CRD#
Michael Tate Johnson
Follow Michael
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required