Stephanie Tredway has been an investment adviser representative at Flagstone Financial Management since December 2016, 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.
Stephanie Tredway’s longest registration is the current one, 9 years at Flagstone Financial Management since 2016. Before joining Flagstone Financial Management in 2016, Stephanie Tredway was registered through Executive Wealth Management and LPL Financial LLC.
- – present · 9 yearsLincoln, NE · Adviser representative · Firm CRD 285484
- Executive Wealth Management– · under a yearLincoln, NE · Adviser representative · Firm CRD 281667
- LPL Financial LLC– · 5 yearsLincoln, NE · Adviser representative · Firm CRD 6413
- Smith Hayes Advisers Inc– · 1 yearLincoln, NE · Adviser representative · Firm CRD 110776
Investment adviser representative registrations
Stephanie Tredway is registered as an investment adviser representative in Nebraska, since December 2016.
- NebraskaSince 21 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 December 2008 |
| Series 7 | General Securities Representative Examination | 25 June 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephanie Patrice Tredway
- CRD
- 5452046
- Firm
- Flagstone Financial Management · CRD 285484
- Office
- 5801 HIDCOTE DR. STE 100, Lincoln, NE 68516
- Registration
- Investment adviser registration
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephanie Tredway work?
Stephanie Tredway is an investment adviser representative registered through Flagstone Financial Management, LLC since December 2016, and is not listed among the firm’s executive officers or direct owners.
Is Stephanie Tredway a financial advisor?
Yes. Stephanie Tredway has a current investment-adviser registration in Nebraska, through Flagstone Financial Management since December 2016.
How many years of experience does Stephanie Tredway have?
Stephanie Tredway has 18 years in the financial industry, since June 2008, across 4 adviser firms.
What exams has Stephanie Tredway passed?
Stephanie Tredway has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2008. FINRA credited Stephanie Tredway with the SIE, which began in October 2018.
Where did Stephanie Tredway work before Flagstone Financial Management?
Before Flagstone Financial Management, Stephanie Tredway was registered through LPL Financial LLC, August 2010 to February 2016; Smith Hayes Advisers Inc, January 2009 to August 2010.
Where is Stephanie Tredway based?
Stephanie Tredway’s registered office is in Lincoln, NE.
Is Stephanie Tredway registered with FINRA?
No. Stephanie Tredway has no current broker registration.
How can I verify Stephanie Tredway’s record?
Search CRD 5452046 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Tredway’s full registration record.
