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David A Stevens

CFP®
STEVENS CAPITAL PARTNERS
OMAHA, NE
·CRD# 3242734·17 years experience

Professional Summary

David A Stevens, CFP®, who also goes by David Alonza Stevens, David Stevens, is a registered financial advisor currently at STEVENS CAPITAL PARTNERS located in Omaha, Nebraska. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. David has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

David Alonza Stevens, David Stevens

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2019

Years of Experience

17 years in the financial services industry

Current & Past Employments

STEVENS CAPITAL PARTNERS·CRD# 317517
RIA
15514 Spaulding Plaza Suite D02, Omaha, NE 68116
September 20, 2022 - Present
STRATOS WEALTH ADVISORS LLC·CRD# 283816
RIA
Omaha, NE
November 13, 2020 - April 1, 2022
TD AMERITRADE, INC.·CRD# 7870
RIA
Omaha, NE
March 13, 2009 - November 18, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC·CRD# 111514
RIA
Omaha, NE
March 13, 2009 - November 18, 2020
TD AMERITRADE, INC.·CRD# 7870
BD
Omaha, NE
February 9, 2009 - November 18, 2020

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Current Firm

SC
STEVENS CAPITAL PARTNERS

MY PURPOSEFUL WEALTH CORP. | STEVENS CAPITAL PARTNERS INC | STEVENS CAPITAL PARTNERS | PURPOSEFUL WEALTH | MY PURPOSEFUL WEATH CORP. | MY PURPOSEFUL WEATH

CRD#: 317517 / SEC#: 801-122960
RIA
Registered Investment Advisory firm - SEC (1/11/2022 Approved)

Contact Information

Main Address

15514 Spaulding Plaza Suite D02, Omaha, NE 68116

Phone Number

(402) 251-5800

# of Employees

21

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STEVENS CAPITAL PARTNERS ADV PART 2A (7/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,575

AUM (Assets Under Management)

$810,293,180

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) David Stevens is the owner of DNS Solutions, LLC through which he owns real estate. He spends approximately 2 hours a month and all activities are outside of trading hours. 2) David Stevens has ownership of The Brandt through which he owns real estate. This is a passive business in which less than an hour is devoted to per month and all activities are outside of trading hours. 3) David Stevens serves on the board of directors for FPA Nebraska as of January 1, 2023. Board members are responsible for setting the vision and strategic direction for the Financial Planning Association. David devotes 1 hour per month serving on the board and all activities are outside of trading hours. 4) David Stevens is the owner of SCP Tax, LLC; Not investment related; Tax services; as of August 1, 2025; Located at 15514 Spaulding Ave, Ste D02 Omaha, NE, 68116; David devotes 20 hours per month; 10 hours during securities trading hours; Duties include owner business development; 5) David Stevens is the owner of Serenity Hills, LLC; Not investment related; Retreat Center; January 22, 2026; Located at PO Box 641525 Omaha, NE 68164; David devotes 5 hours per month; 0 hours during securities trading hours; Duties include strategy implementation; 6) Legacy Retreat Center, LLC; Not investment related; Real estate; November 14, 2025; Located at PO Box 641525, Omaha NE 68164; David devotes 2 hours per month; 2 hours during securities trading hours; Duties include Co Owner administrative; 7) DNS Solutions II, LLC; Not investment related; Real Estate; January 1, 2026; Located at P.O. Box 641525 Omaha, Nebraska, 68164; David devotes 10 hours per month; 0 hours during securities trading hours; Duties include Owner administrative;

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SC
STEVENS CAPITAL PARTNERS

MY PURPOSEFUL WEALTH CORP. | STEVENS CAPITAL PARTNERS INC | STEVENS CAPITAL PARTNERS | PURPOSEFUL WEALTH | MY PURPOSEFUL WEATH CORP. | MY PURPOSEFUL WEATH

CRD#: 317517 / SEC#: 801-122960
RIA
Registered Investment Advisory firm - SEC (1/11/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Nebraska
(9/20/2022)
IAR
Texas
(4/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2009About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2009About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view David A Stevens's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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