Ava Rose Heyne
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, LLCOct 2025 to now
- Union Bank & TrustNov 2024 to Oct 2025
- University of Nebraska-lincolnAug 2023 to May 2026
- Jacksonville State UniversityJun 2022 to May 2023
- Skutt Catholic HighschoolAug 2018 to May 2022
- St. Stephen the Martyr Catholic SchoolAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8314880
- Firm CRD
- 285484