Chantel Koerwitz has been an investment adviser representative at Flagstone Financial Management since August 2022, 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.
- – present · 4 yearsLincoln, NE · Adviser representative · Firm CRD 285484
Investment adviser representative registrations
Chantel Koerwitz is registered as an investment adviser representative in Nebraska, since August 2022.
- NebraskaSince 12 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 August 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Chantel Jo Koerwitz
- CRD
- 7603091
- Firm
- Flagstone Financial Management · CRD 285484
- Office
- 5801 HIDCOTE DR. STE 100, Lincoln, NE 68516
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Chantel Koerwitz work?
Chantel Koerwitz is an investment adviser representative registered through Flagstone Financial Management, LLC since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Chantel Koerwitz a financial advisor?
Yes. Chantel Koerwitz has a current investment-adviser registration in Nebraska, through Flagstone Financial Management since August 2022.
How many years of experience does Chantel Koerwitz have?
Chantel Koerwitz has 4 years in the financial industry, since August 2022, across 1 adviser firm.
What exams has Chantel Koerwitz passed?
Chantel Koerwitz passed the Series 65 in August 2022.
Where is Chantel Koerwitz based?
Chantel Koerwitz’s registered office is in Lincoln, NE.
Is Chantel Koerwitz registered with FINRA?
No. Chantel Koerwitz has no current broker registration.
How can I verify Chantel Koerwitz’s record?
Search CRD 7603091 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chantel Koerwitz’s full registration record.
