Chantel Koerwitz
Flagstone Financial Management · Lincoln, Nebraska
Chantel Koerwitz is a fee-only financial advisor at Flagstone Financial Management in Lincoln, Nebraska. Flagstone Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Chantel →
Facts
| Firm | Flagstone Financial Management |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $467.8M across 353 accounts |
| SEC registration | Investment adviser representative in NE · CRD 7603091 |
| Exams passed | Series 65 (2022) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.flagstonefm.com |
How Chantel's firm compares
- Flagstone Financial Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 353 accounts).
Request an introduction to Chantel
Tell Chantel a little about what you're looking for. Chantel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Chantel
Is Chantel Koerwitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chantel holds no broker registration, and Flagstone Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chantel charge for financial advice?
Chantel's firm, Flagstone Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Chantel Koerwitz based?
Chantel Koerwitz is based in Lincoln, Nebraska.
Is Chantel Koerwitz registered with the SEC?
Yes. Chantel Koerwitz is registered as an investment adviser representative in NE (CRD 7603091), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Flagstone Financial Management manage?
Flagstone Financial Management reports $467.8M across 353 accounts in assets under management.
How do I contact Chantel Koerwitz?
Through Chantel's website, www.flagstonefm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.