Martin Knous

FLAGSTONE FINANCIAL ADVISORS

Basalt, CO

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CRD#: 7056912

Professional summary

Martin Knous, CFP®, who also goes by Marty Knous, is a registered financial advisor currently at FLAGSTONE FINANCIAL ADVISORS, INC. located in Basalt, Colorado.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Martin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marty Knous

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 Martin 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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

December 21, 2018 - Present

FLAGSTONE FINANCIAL ADVISORS, INC.

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

Colorado
(12/21/2018)

IAR

Texas
(2/21/2024)

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: 12/18/2018

Uniform Investment Adviser Law Examination

Current Firm

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	212
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.

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Firm Stability Insights

Martin Knous

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FLAGSTONE FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2018

Current Firm

FLAGSTONE FINANCIAL ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FLAGSTONE FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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