DS
David A. Stevens
STEVENS CAPITAL PARTNERS
Omaha, NE 68116
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CRD#: 3242734
DS
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Alonza Stevens | David Stevens
Other business activities
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.
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. 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. 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. David Stevens is the owner of SCP Tax, LLC; which is 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;
CRS (Client Relationship Summary) - RIA
Click below to view David A Stevens's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
September 20, 2022 - Present
STEVENS CAPITAL PARTNERS
Office #1: 15514 Spaulding Plaza Suite D02, Omaha, NE 68116RIA
CRD#: 317517
Omaha, NE
Past
November 13, 2020 - April 1, 2022
STRATOS WEALTH ADVISORS LLC
RIA
CRD#: 283816
Omaha, NE
Past
March 13, 2009 - November 18, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
OMAHA, NE
Past
March 13, 2009 - November 18, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
OMAHA, NE
Past
February 9, 2009 - November 18, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
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 - (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.Highlighted states indicate IAR registrations
IAR
California(9/20/2022)
IAR
Iowa(9/20/2022)
IAR
Nebraska(9/20/2022)
IAR
New York(9/20/2022)
IAR
Texas(4/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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Contact information
Main Address
15514 Spaulding Plaza Suite D02, Omaha, NE 68116
Mailing Address
Phone number
(402) 251-5800
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,854 |
| AUM (Assets Under Management) | $ 432,260,720 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STEVENS CAPITAL PARTNERS
CRD#: 317517Omaha, NE 68116TRUST BUT VERIFY
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