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Ava Heyne

Investment adviser representative at Flagstone Financial Management in Lincoln, NE

Investment adviser registrationUpdated

Ava Heyne is an investment adviser representative at Flagstone Financial Management, LLC, an investment adviser managing $468M, and works from its Lincoln, NE office. Ava Heyne has been registered through Flagstone Financial Management since 17 August 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Ava Heyne has been an investment adviser representative at Flagstone Financial Management since August 2026, and is not listed among the firm’s executive officers or direct owners.

Flagstone Financial Management, LLC is a Lincoln, NE firm with $468M under management, 353 clients and 5 advisers in one office, as of its April 2026 filing.

  1. – present · under a year
    Lincoln, NE · Adviser representative · Firm CRD 285484

Credentials and registrations

Investment adviser representative registrations

Ava Heyne is registered as an investment adviser representative in Nebraska, since August 2026.

  • NebraskaSince 17 August 2026

Examinations

Series 6517 August 2026
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Ava Rose Heyne
CRD
8314880
Office
5801 HIDCOTE DR. STE 100, Lincoln, NE 68516
Registration
Investment adviser registration
In the industry since
August 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Ava Heyne work?

Ava Heyne is an investment adviser representative registered through Flagstone Financial Management, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Ava Heyne a financial advisor?

Yes. Ava Heyne has a current investment-adviser registration in Nebraska, through Flagstone Financial Management since August 2026.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Ava Heyne have?

Ava Heyne has 0 years in the financial industry, since August 2026, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Ava Heyne passed?

Ava Heyne passed the Series 65 in August 2026.

Source: IAPD individual record, checked 23 October 2026

Where is Ava Heyne based?

Ava Heyne’s registered office is in Lincoln, NE.

Source: IAPD individual record, checked 23 October 2026

Is Ava Heyne registered with FINRA?

No. Ava Heyne has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Ava Heyne’s record?

Search CRD 8314880 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ava Heyne’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Flagstone Financial Management

Sources

  1. IAPD individual record, CRD 8314880, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Flagstone Financial Management, LLC, filed 21 April 2026. Executive officers and direct owners; this person is not among them.