Justin William Reed Carlson

Employer firm

Stevens Capital Partners CRD 317517

$810M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2023-01-10 → 2023-07-25
  Cwm, Llc
  Omaha, NE
  Omaha, NE
• 2017-09-19 → 2019-05-13
  Thrivent Investment Management Inc.
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2017-08-31

Designations

• Certified Financial Planner
• Chartered Financial Consultant