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Michele Ann Prell

Michele A. Prell

STEVENS CAPITAL PARTNERS | Wealth Advisor
Omaha, NE 68116
Some features on this profile are disabled
CRD#: 5758020
Michele Ann Prell

Professional summary

Michele Ann Prell, CFP®, who also goes by Michele Gosch, Michele Welty, is a registered financial advisor currently at STEVENS CAPITAL PARTNERS located in Omaha, Nebraska.

Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michele has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Biography

Michele works with senior wealth advisors to develop personalized wealth management solutions for clients and offers recommendations on asset allocation, insurance, retirement planning, estate planning and more. Much of Michele’s experience in the financial industry was spent at an Omaha-based RIA firm. Prior to joining Mariner Wealth Advisors, she worked for a clearing firm refining the new account process and helping with client onboarding. Michele has a bachelor’s degree with a double major in mass communication and graphic design from Morningside College in Sioux City, Iowa.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michele Gosch | Michele Welty

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Ann Prell's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2022

Experience

Current

January 16, 2026 - Present

STEVENS CAPITAL PARTNERS

Office #1: 15514 Spaulding Plaza Suite D02, Omaha, NE 68116
RIA
CRD#: 317517
Omaha, NE
Past

August 20, 2024 - December 31, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
NORFOLK, NE
Past

August 20, 2024 - December 31, 2025

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
NORFOLK, NE
Past

February 9, 2018 - August 19, 2024

MARINER WEALTH

RIA
CRD#: 140195
OMAHA, NE
Past

February 6, 2018 - August 19, 2024

MSEC, LLC

BD
CRD#: 154327
OMAHA, NE
Past

April 21, 2016 - January 23, 2018

AXOS CLEARING LLC

BD
CRD#: 117176
OMAHA, NE
Past

August 11, 2015 - April 25, 2016

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
OMAHA, NE
Past

July 15, 2015 - April 18, 2016

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
OMAHA, NE
Past

February 20, 2014 - July 6, 2015

ORION PORTFOLIO SOLUTIONS, LLC

RIA
CRD#: 107975
OMAHA, NE
Past

December 1, 2010 - July 6, 2015

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
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
Nebraska
(1/16/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/21/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/19/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/14/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/30/2010
Investment Company Products/Variable Contracts Representative Examination

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 - (1/11/2022 Approved)
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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
21

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STEVENS CAPITAL PARTNERS ADV PART 2A (2/12/2026)

Regulatory assets under management

Total Number of Accounts2,137
AUM (Assets Under Management)$ 600,726,359

Red Flags

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.

Company Information

STEVENS CAPITAL PARTNERS

Wealth AdvisorCRD#: 317517Omaha, NE 68116

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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