Daniel Clare has been an investment adviser representative at Flagstone Financial Management since March 2021, 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.
Daniel Clare’s longest registration is the current one, 5 years at Flagstone Financial Management since 2021. Before joining Flagstone Financial Management in 2021, Daniel Clare was registered through Buckingham Strategic Wealth, LLC.
- – present · 5 yearsLincoln, NE · Adviser representative · Firm CRD 285484
- Buckingham Strategic Wealth, LLC– · 2 yearsLincoln, NE · Adviser representative · Firm CRD 143323
Investment adviser representative registrations
Daniel Clare is registered as an investment adviser representative in Nebraska, since March 2021.
- NebraskaSince 12 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 September 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Timothy Clare
- CRD
- 6701675
- Firm
- Flagstone Financial Management · CRD 285484
- Office
- 5801 HIDCOTE DR. STE 100, Lincoln, NE 68516
- Registration
- Investment adviser registration
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Clare work?
Daniel Clare is an investment adviser representative registered through Flagstone Financial Management, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Clare a financial advisor?
Yes. Daniel Clare has a current investment-adviser registration in Nebraska, through Flagstone Financial Management since March 2021.
How many years of experience does Daniel Clare have?
Daniel Clare has 8 years in the financial industry, since October 2018, across 2 adviser firms.
What exams has Daniel Clare passed?
Daniel Clare passed the Series 65 in September 2018.
Where did Daniel Clare work before Flagstone Financial Management?
Before Flagstone Financial Management, Daniel Clare was registered through Buckingham Strategic Wealth, LLC, September 2018 to March 2021.
Where is Daniel Clare based?
Daniel Clare’s registered office is in Lincoln, NE.
Is Daniel Clare registered with FINRA?
No. Daniel Clare has no current broker registration.
How can I verify Daniel Clare’s record?
Search CRD 6701675 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Clare’s full registration record.
