Financial ADVSR advisor directory · SEC adviser records
Stevens Capital Partners financial advisors in Omaha, NE
Every SEC-registered investment adviser representative at a Stevens Capital Partners office in Omaha, A to Z.
9 registered advisors work at Stevens Capital Partners in Omaha, out of 10 at the firm nationwide; it ranks number 41 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Stevens Capital Partners advisors in Omaha, A to Z
Every Stevens Capital Partners advisor →- Jacob S. AndersonCertified Financial Planner
- Justin W. CarlsonCertified Financial Planner, Chartered Financial Consultant
- Terrance J. HutchinsCertified Financial Planner
- Ken KeyaniChartered Financial Analyst
- Carter J. MastellerCertified Financial Planner
- Kevin P. MurphyCertified Financial Planner
- Ryan J. PrambergInvestment adviser rep
- Michele A. PrellCertified Financial Planner
- Jason WintersteenInvestment adviser rep
Stevens Capital Partners advisors in every city and state →Stevens Capital Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Stevens Capital Partners advisors in other cities
Other firms in Omaha
All Omaha advisors →Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33
Questions
How many financial advisors does Stevens Capital Partners have in Omaha?
9 investment adviser representatives are registered at Stevens Capital Partners offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Stevens Capital Partners one of the largest advisor employers in Omaha?
Stevens Capital Partners ranks number 41 in Omaha by registered advisors; Cwm, LLC has the most, with 270.
How do I check a Stevens Capital Partners advisor in Omaha?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Stevens Capital Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.