Stevens Capital Partners

Firm record

As recorded in SEC IAPD

Firm CRD

317517

SEC number

801-122960

Firm type

RIA

Assets under management

$600.7M as of May 28, 2026

Website

www.mypurposefulwealth.com ↗

Phone

402-251-5800

Address

15514 Spaulding Plaza, Omaha, NE, 68116

Advisors at this firm

10 in our index · page 1 of 1

• Jacob Steven AndersonCRD 7331074 · Omaha, NE
  IA Registered
• Justin William Reed CarlsonCRD 6791424 · Omaha, NE
  IA RegisteredRegistration inactive
• Terrance James HutchinsCRD 5498781 · Frisco, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ken KeyaniCRD 7956693 · Omaha, NE
  IA Registered
• Carter James MastellerCRD 7805015 · Omaha, NE
  IA Registered
• Michele Ann PrellCRD 5758020 · Omaha, NE
  IA RegisteredRegistration inactive
• Vincent Anthony PappalardoCRD 7827330 · Ronkonkoma, NY
  IA Registered
• Ryan James PrambergCRD 7245019 · Omaha, NE
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David A StevensCRD 3242734 · Omaha, NE
  IA RegisteredRegistration inactive
• Jason WintersteenCRD 6304858 · Omaha, NE
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.