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Inactive

Stephen E Powell

Captrust

Saint Paul, MN

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-12-19
  • MN RA
    APPROVED
    Since 2025-12-19

Branch Locations

30 East 7Th Street Suite 3050, Saint Paul, MN 55101 • 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
Capfinancial Partners, Llc. (Captrust) Raleigh NC 09/2025 Present
Legacy Wealth Llc Woodbury MN 01/2024 09/2025
Towne Park Minneapolis MN 02/2023 12/2023
Bethel University Wellness Center Arden Hills MN 08/2020 01/2021
Bethel University Grounds Crew Arden Hills MN 06/2020 07/2020
Bethel University Facilities Management Arden Hills MN 08/2019 12/2019
A Better Way Movers Peachtree City GA 09/2016 07/2019
Bethel University Arden Hills MN 01/2020 05/2020
Bethel University Arden Hills MN 08/2022 01/2023
Global Health Ministries Fridley MN 06/2022 07/2022
Bethel University Arden Hills MN 02/2021 05/2022
  • 09/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 01/2024 → 09/2025
    Legacy Wealth Llc
    Woodbury, MN
  • 02/2023 → 12/2023
    Towne Park
    Minneapolis, MN
  • 08/2020 → 01/2021
    Bethel University Wellness Center
    Arden Hills, MN
  • 06/2020 → 07/2020
    Bethel University Grounds Crew
    Arden Hills, MN
  • 08/2019 → 12/2019
    Bethel University Facilities Management
    Arden Hills, MN
  • 09/2016 → 07/2019
    A Better Way Movers
    Peachtree City, GA
  • 01/2020 → 05/2020
    Bethel University
    Arden Hills, MN
  • 08/2022 → 01/2023
    Bethel University
    Arden Hills, MN
  • 06/2022 → 07/2022
    Global Health Ministries
    Fridley, MN
  • 02/2021 → 05/2022
    Bethel University
    Arden Hills, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19

View on SEC IAPD

Other Firms

CLEARWATER MANAGEMENT CO., INC.
FIDUCIARY COUNSELLING INC
MAIRS & POWER
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HILLTOP SECURITIES INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTIAN AUDREY NIELSEN
THOMAS W. WALSH
Patrick Daniel Carotenuto
Devon Mikala Sandhu
ANDREW EDWARD LANG
LIDDY MARIE ACHTER
ADAM J TLUSTY
MICHAEL PATRICK CLANCEY

Other Offices

CLEARWATER MANAGEMENT CO., INC. · ST PAUL, MN
FIDUCIARY COUNSELLING INC · ST PAUL, MN
MAIRS & POWER · ST. PAUL, MN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAINT PAUL, MN
HILLTOP SECURITIES INC. · St. Paul, MN
WELLS FARGO CLEARING SERVICES, LLC · SAINT PAUL, MN
CAPTRUST · ST. PAUL, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SAINT PAUL, MN

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