Britney Angeles-ayala
Investment adviser representative at Flagstone Financial Management, LLC
11 yearsExperience
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
11 years in the industry.
- Flagstone Financial Management, LLCJan 2025 to now
- HudlJun 2024 to Dec 2024
- Latitude ApartmentsAug 2023 to Jun 2024
- The Firm AdvisorsMay 2023 to Aug 2023
- MaritzMay 2022 to Aug 2022
- University of Nebraska - LincolnAug 2021 to Dec 2024
- UnemployedMay 2021 to Aug 2021
- Chick-fil-aJun 2019 to Aug 2020
- Mops N' MoreJun 2018 to Aug 2018
- Central High SchoolAug 2017 to May 2021
- UnemployedMay 2017 to Aug 2017
- Clark Middle SchoolAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8167317
- Firm CRD
- 285484