Brenda Zitek has been an investment adviser representative at Flagstone Financial Management since February 2017, 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.
Brenda Zitek’s longest registration is the current one, 9 years at Flagstone Financial Management since 2017. Before joining Flagstone Financial Management in 2017, Brenda Zitek was registered through D.a. Davidson & Co. and Smith Hayes Advisers Inc.
- – present · 9 yearsLincoln, NE · Adviser representative · Firm CRD 285484
- D.a. Davidson & Co.– · under a yearLincoln, NE · Adviser representative · Firm CRD 199
- Smith Hayes Advisers Inc– · under a yearLincoln, NE · Adviser representative · Firm CRD 110776
Investment adviser representative registrations
Brenda Zitek is registered as an investment adviser representative in Nebraska, since February 2017.
- NebraskaSince 2 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 February 2016 |
| Series 7 | General Securities Representative Examination | 10 December 2015 |
| Series 99 | Operations Professional Examination | 17 July 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Operations Professional Examination
- Full name
- Brenda Marie Zitek
- CRD
- 5543510
- Firm
- Flagstone Financial Management · CRD 285484
- Office
- 5801 HIDCOTE DR. STE 100, Lincoln, NE 68516
- Registration
- Investment adviser registration
- In the industry since
- July 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Brenda Zitek work?
Brenda Zitek is an investment adviser representative registered through Flagstone Financial Management, LLC since February 2017, and is not listed among the firm’s executive officers or direct owners.
Is Brenda Zitek a financial advisor?
Yes. Brenda Zitek has a current investment-adviser registration in Nebraska, through Flagstone Financial Management since February 2017.
How many years of experience does Brenda Zitek have?
Brenda Zitek has 14 years in the financial industry, since July 2012, across 3 adviser firms.
What exams has Brenda Zitek passed?
Brenda Zitek has passed 3 licensing exams: the Series 99, Series 7 and Series 66. The earliest, the Series 99, was passed in July 2012. FINRA credited Brenda Zitek with the SIE, which began in October 2018.
Where did Brenda Zitek work before Flagstone Financial Management?
Before Flagstone Financial Management, Brenda Zitek was registered through D.a. Davidson & Co., August 2016 to January 2017; Smith Hayes Advisers Inc, February 2016 to July 2016.
Where is Brenda Zitek based?
Brenda Zitek’s registered office is in Lincoln, NE.
Is Brenda Zitek registered with FINRA?
No. Brenda Zitek has no current broker registration.
How can I verify Brenda Zitek’s record?
Search CRD 5543510 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brenda Zitek’s full registration record.
