Brenda Marie Zitek
Investment adviser representative at Flagstone Financial Management, LLC
1 yearExperience
1 stateRegistered in
$467.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
1 year in the industry.
- Flagstone Financial Management, LLCFeb 2017 to now
- LPL Financial LLCJan 2017 to Nov 2017
- D.A. Davidson & Co.Jul 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NE).
Flagstone Financial Management, LLC
$467.8MAssets managed
353Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5543510
- Firm CRD
- 285484