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BZ

Brenda M. Zitek

FLAGSTONE FINANCIAL MANAGEMENT
Lincoln, NE 68516
Some features on this profile are disabled
CRD#: 5543510
BZ

Professional summary

Brenda Marie Zitek, who also goes by Brenda Marie Merritt, Brenda Merritt, Brenda Zitek, is a registered financial advisor currently at FLAGSTONE FINANCIAL MANAGEMENT, LLC located in Lincoln, Nebraska.

Brenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Brenda has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 99 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brenda Marie Merritt | Brenda Merritt | Brenda Zitek

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.
1) 1/13/17- NOTARY- Non-Inv. Related- start date 5/6/09-Lincoln, NE 1% 2) 1/31/17- DEPARTMENT OF HEALTH AND HUMAN SERVICES- SPECIAL SERVICES PROVIDER- Non. Inv. - start date 10/1/12- Lincoln, NE -10%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenda Marie Zitek's CRS (Customer Relationship Summary).
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

February 2, 2017 - Present

FLAGSTONE FINANCIAL MANAGEMENT, LLC

Office #1: 5801 Hidcote Dr. Ste 100, Lincoln, NE 68516
RIA
CRD#: 285484
Lincoln, NE
Past

January 31, 2017 - November 3, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
LINCOLN, NE
Past

August 1, 2016 - January 30, 2017

D.A. DAVIDSON & CO.

RIA
CRD#: 199
LINCOLN, NE
Past

July 25, 2016 - January 30, 2017

D.A. DAVIDSON & CO.

BD
CRD#: 199
LINCOLN, NE
Past

February 26, 2016 - July 28, 2016

SMITH HAYES ADVISERS INC

RIA
CRD#: 110776
LINCOLN, NE
Past

July 18, 2012 - July 25, 2016

SMITH HAYES FINANCIAL SERVICES CORPORATION

BD
CRD#: 17059
LINCOLN, NE

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 - (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.

Highlighted states indicate IAR registrations

IAR
Nebraska
(2/2/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/24/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/3/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/10/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99
Date: 7/17/2012
Operations Professional Examination

Current Firm

FLAGSTONE FINANCIAL MANAGEMENT, LLC
FLAGSTONE FINANCIAL MANAGEMENT, LLC
FLAGSTONE FINANCIAL MANAGEMENT, LLC

CRD#: 285484 / SEC#: 801-108722

RIA
Registered Investment Advisory firm - (11/28/2016 Approved)
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Contact information

Main Address
5801 Hidcote Dr. Ste 100, Lincoln, NE 68516
Mailing Address
Phone number
(402) 413-0440
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (6/11/2025)

Regulatory assets under management

Total Number of Accounts324
AUM (Assets Under Management)$ 375,178,791

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 MANAGEMENT, LLC

FLAGSTONE FINANCIAL MANAGEMENT, LLC

CRD#: 285484Lincoln, NE 68516

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