Brenda Zitek is a registered investment advisor at Flagstone Financial Management, LLC, based in Lincoln, NE, with 13 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 324 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.40% |
This fee schedule applies to the Strategic Wealth Management Program. The annual investment advisory fee for the Manager Access Select (MAS) program will vary between 0.00% and 1.5%.
Fee Estimator
Location
5801 Hidcote Dr. Ste 100, Lincoln, NE, 68516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brenda works as a notary and a special services provider for the Department of Health and Human Services. The special services provider role takes about 10-20% of Brenda's time.
Employment History
Current Registrations
Flagstone Financial Management, LLC
Previous Registrations
LPL Financial LLCBroker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Smith Hayes Advisers INC
Smith Hayes Financial Services CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.