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CK

Chantel J. Koerwitz

FLAGSTONE FINANCIAL MANAGEMENT
Lincoln, NE 68516
Some features on this profile are disabled
CRD#: 7603091
CK

Professional summary

Chantel Jo Koerwitz is a registered financial advisor currently at FLAGSTONE FINANCIAL MANAGEMENT, LLC located in Lincoln, Nebraska.

Chantel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Chantel has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Freelance proofreading and copyediting. I do not receive commissions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chantel Jo Koerwitz'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

August 12, 2022 - Present

FLAGSTONE FINANCIAL MANAGEMENT, LLC

Office #1: 5801 Hidcote Dr. Ste 100, Lincoln, NE 68516
RIA
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
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
(8/12/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/11/2022
Uniform Investment Adviser Law 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)

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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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