Advisor at Stevens Capital Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stevens Capital Partners
Location
Omaha, NE 68116
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
$0 - $375,000: Flat fee of $5,000 annually $375,000+: 1.35% annually
$500 per hour for financial planning services
Minimum fee: $5,000 minimum annual fee
Stevens Capital Partners, Inc.
2025 - Present (1 year)
Commonwealth Financial Network
2024 - 2025 (1 year)
CalmWater Financial Group
2024 - 2025 (1 year)
Mariner wealth Advisors
2018 - 2024 (6 years)
Msec, Llc
2018 - 2024 (6 years)
Cor Clearing LLC
2016 - 2018 (2 years)
FIdelity Brokerage Services LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 66
Norfolk, NE
Edward Jones
Series 66
Norfolk, NE
Edward Jones
Series 65
Norfolk, NE
McMill CPA and Advisors
Series 65
Norfolk, NE
McMill CPA and Advisors
Series 65
Norfolk, NE
McMill CPA and Advisors
Series 65
Norfolk, NE
Wealth Management
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