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Steven C. Knous

FLAGSTONE FINANCIAL ADVISORS
BASALT, CO 81621
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CRD#: 4433880
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Professional summary


Steven Charles Knous is a registered financial advisor currently at FLAGSTONE FINANCIAL ADVISORS, INC. located in Basalt, Colorado.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Steven has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Steven Charles Knous's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 7, 1999 - Present

FLAGSTONE FINANCIAL ADVISORS, INC.

Office #1: 100 Elk Run Drive, Ste 200, Basalt, CO 81621
RIA
CRD#: 112507
BASALT, CO

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.

Highlighted states indicate IAR registrations

IAR
Arizona
(4/22/2020)
IAR
Colorado
(7/7/1999)
IAR
Texas
(2/21/2024)

Exams


Current Firm


FF
FLAGSTONE FINANCIAL ADVISORS, INC.
FLAGSTONE FINANCIAL ADVISORS, INC.

CRD#: 112507 / SEC#:

Arizona
Registered Investment Advisory firm - (4/22/2020 Approved)
Colorado
Registered Investment Advisory firm - (7/7/1999 Approved)
Florida
Registered Investment Advisory firm - (10/27/2017 Terminated)
Nebraska
Registered Investment Advisory firm - (1/18/2019 Terminated)
South Carolina
Registered Investment Advisory firm - (6/26/2013 Terminated)
Texas
Registered Investment Advisory firm - (2/6/2024 Conditional Restricted)
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Contact information


Main Address
Basalt, CO
Mailing Address
P.o. Box 3284, Basalt, CO 81621
Phone number
(970) 927-6777
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts212
AUM (Assets Under Management)$ 74,814,991

Red Flags


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.

Company Information


FLAGSTONE FINANCIAL ADVISORS, INC.

CRD#: 112507Basalt, CO 81621

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