Daniel C. Stous
FLAGSTONE FINANCIAL MANAGEMENT
Lincoln, NE 68516
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CRD#: 6839094
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.
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, and good music. I’m also somewhat of a barbecue enthusiast – eating it, and making it. In fact, I’m writing this bio while in a 4-hour line for brisket at Franklin BBQ in Austin, Texas.
Master of Business Administration, Focus: Finance
2013, University of Nebraska-Lincoln
B.S. in Business Administration, Major: Finance
2008, University of Nebraska-Lincoln
CERTIFIED FNIANCIAL PLANNER™ Professional
2018
Five Years of Experience in the Financial Planning Profession
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Socially Responsible Investing
Estate Planning
Investment Planning
Insurance Planning
Budgeting
Retirement Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
Generation X
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Dan Stous
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. Friends of Pioneers Park Nature Center; Yes, investment related; 3201 S Coddington Ave., Lincoln, NE 68522; Non-profit that supports the activities of the Pioneers Park Nature Center; Board Member and Board Finance Committee Member; 01/2017; 2 hrs per month; 0 trading hours spent; and advise Board of Directors of proper investment strategies.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Craig Stous'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®
CFP®
Start date: 2018
Experience
Current
January 16, 2018 - Present
FLAGSTONE FINANCIAL MANAGEMENT, LLC
Office #1: 5801 Hidcote Dr. Ste 100, Lincoln, NE 68516RIA
CRD#: 285484
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
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(1/16/2018)
Current Firm
FLAGSTONE FINANCIAL MANAGEMENT, LLC
FLAGSTONE FINANCIAL MANAGEMENT, LLC
CRD#: 285484 / SEC#: 801-108722
RIA
Registered Investment Advisory firm - (11/28/2016 Approved)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 324 |
| AUM (Assets Under Management) | $ 375,178,791 |
Red Flags
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Company Information
FLAGSTONE FINANCIAL MANAGEMENT, LLC
CRD#: 285484Lincoln, NE 68516TRUST BUT VERIFY
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