Justin W. Carlson

STEVENS CAPITAL PARTNERS

Omaha, NE 68116

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CRD#: 6791424

Professional summary

Justin William Reed Carlson, CFP® is a registered financial advisor currently at STEVENS CAPITAL PARTNERS located in Omaha, Nebraska.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Justin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1.NAME OF OTHER BUSINESS: CWM, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: OPERATIONS ASSOCIATE START DATE: 08/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE ASSISTANT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin William Reed Carlson'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

August 31, 2023 - Present

STEVENS CAPITAL PARTNERS

Office #1: 15514 Spaulding Plaza Suite D02, Omaha, NE 68116

RIA

CRD#: 317517

Omaha, NE

Past

January 10, 2023 - July 25, 2023

CWM, LLC

RIA

CRD#: 155344

OMAHA, NE

Past

August 6, 2019 - July 25, 2023

CETERA WEALTH SERVICES, LLC

CRD#: 13572

OMAHA, NE

Past

September 19, 2017 - May 13, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

OMAHA, NE

Past

August 16, 2017 - May 13, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

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".

STEVENS CAPITAL PARTNERS

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
(8/31/2023)

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

State Security Law Exam

IAR

Series 66

Date: 8/31/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/2017

General Securities Representative Examination

Current Firm

STEVENS CAPITAL PARTNERS

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

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STEVENS CAPITAL PARTNERS ADV PART 2A (8/26/2025)

Regulatory assets under management

Total Number of Accounts	1,854
AUM (Assets Under Management)	$ 432,260,720

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.

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Justin W. Carlson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin William Reed Carlson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CWM, LLC

CETERA WEALTH SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

STEVENS CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/16/2017

Current Firm

STEVENS CAPITAL PARTNERS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEVENS CAPITAL PARTNERS

TRUST BUT VERIFY

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