Daniel Craig Stous
CFP®Professional Summary
Daniel Craig Stous, CFP®, who also goes by Dan Stous, 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 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Risk Management & Insurance
- Cashflow & Budgeting
- Retirement Planning
- Business Services
Specializations
Biography
I’ve lived in Lincoln for nearly my entire life. I married my wife, Kate, in 2013. We have our hands full with a toddler and a baby. Our two Balinese cats are named Neville and Luna after some of our favorite Harry Potter characters. I love traveling to new destinations, and enjoy saving money on travelling by using points almost as much as I love traveling itself. I’m also passionate about good food, good drink,...
Other Aliases
Dan Stous
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Videos & Posts
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Contact Information
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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.
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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
FLAGSTONE FINANCIAL MANAGEMENT, LLC
Contact Information
Main Address
5801 Hidcote Dr. Ste 100, Lincoln, NE 68516Phone Number
(402) 413-0440# of Employees
11SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
353AUM (Assets Under Management)
$467,767,160Similar Advisors
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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.
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Primary Firm SEC Registration
FLAGSTONE FINANCIAL MANAGEMENT, LLC
State Registrations and Notice Filings
(1/16/2018)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Craig Stous's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Risk Management & Insurance
- Cashflow & Budgeting
- Retirement Planning
- Business Services
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