Daniel T. Clare

FLAGSTONE FINANCIAL MANAGEMENT

Lincoln, NE 68516

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CRD#: 6701675

Professional summary

Daniel Timothy Clare, CFP®, who also goes by Danny T Clare, Danny Clare, is a registered financial advisor currently at FLAGSTONE FINANCIAL MANAGEMENT, LLC located in Lincoln, Nebraska.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Danny T Clare | Danny Clare

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 Daniel Timothy Clare'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

March 12, 2021 - Present

FLAGSTONE FINANCIAL MANAGEMENT, LLC

Office #1: 5801 Hidcote Dr. Ste 100, Lincoln, NE 68516

RIA

CRD#: 285484

Lincoln, NE

Past

September 25, 2018 - March 1, 2021

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA

CRD#: 143323

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

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
(3/12/2021)

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

State Security Law Exam

IAR

Series 65

Date: 9/21/2018

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (4 States and Territories)

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 Accounts	324
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.

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Daniel T. Clare

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Timothy Clare's CRS (Customer Relationship Summary).

Certified licenses

Experience

FLAGSTONE FINANCIAL MANAGEMENT, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

Primary Firm SEC Registration

FLAGSTONE FINANCIAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2018

Current Firm

FLAGSTONE FINANCIAL MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FLAGSTONE FINANCIAL MANAGEMENT, LLC

TRUST BUT VERIFY

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