Michele Ann Prell
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
Michele Gosch, Michele Welty
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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OSAIC WEALTH, INC.
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
Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MY PURPOSEFUL WEALTH CORP. | STEVENS CAPITAL PARTNERS INC | STEVENS CAPITAL PARTNERS | PURPOSEFUL WEALTH | MY PURPOSEFUL WEATH CORP. | MY PURPOSEFUL WEATH
Contact Information
Main Address
15514 Spaulding Plaza Suite D02, Omaha, NE 68116Phone Number
(402) 251-5800# of Employees
21SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,575AUM (Assets Under Management)
$810,293,180Similar Advisors
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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.
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Primary Firm SEC Registration
MY PURPOSEFUL WEALTH CORP. | STEVENS CAPITAL PARTNERS INC | STEVENS CAPITAL PARTNERS | PURPOSEFUL WEALTH | MY PURPOSEFUL WEATH CORP. | MY PURPOSEFUL WEATH
State Registrations and Notice Filings
(1/16/2026)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2010About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michele Ann Prell's CRS (Customer Relationship Summary).
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