Best Investors Account Sign in
Inactive

Justin William Reed Carlson

Stevens Capital Partners

Omaha, NE

Claim This Profile
Current Employers
Stevens Capital Partners

15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APP_PEND_IARCE 2026-01-01
  • NE RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

15514 Spaulding Plaza Suite D02, Omaha, NE 68116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Omaha Street School Omaha NE 08/2013 06/2017
Thrivent Investment Management Inc Omaha NE 06/2017 08/2019
Thrivent Financial Appleton WI 07/2017 11/2017
Thrivent Financial Appleton WI 11/2017 08/2019
Cetera Advisor Networks El Segundo CA 08/2019 07/2023
Wolfpack Elite Basketball, Llc Bellevue NE 01/2015 Present
Cwm, Llc Omaha NE 08/2019 07/2023
Stevens Capital Partners Omaha NE 08/2023 Present
  • 08/2013 → 06/2017
    Omaha Street School
    Omaha, NE
  • 06/2017 → 08/2019
    Thrivent Investment Management Inc
    Omaha, NE
  • 07/2017 → 11/2017
    Thrivent Financial
    Appleton, WI
  • 11/2017 → 08/2019
    Thrivent Financial
    Appleton, WI
  • 08/2019 → 07/2023
    Cetera Advisor Networks
    El Segundo, CA
  • 01/2015 → Present
    Wolfpack Elite Basketball, Llc
    Bellevue, NE
  • 08/2019 → 07/2023
    Cwm, Llc
    Omaha, NE
  • 08/2023 → Present
    Stevens Capital Partners
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-31
  • S66 Uniform Combined State Law Examination
    2017-08-31
Designations

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor