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Carter J. Masteller

STEVENS CAPITAL PARTNERS
Omaha, NE 68116
Some features on this profile are disabled
CRD#: 7805015
CM

Professional summary

Carter James Masteller is a registered financial advisor currently at STEVENS CAPITAL PARTNERS located in Omaha, Nebraska.

Carter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Carter has worked at 2 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carter James Masteller'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®
None

Experience

Current

May 11, 2026 - Present

STEVENS CAPITAL PARTNERS

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

December 4, 2023 - April 28, 2026

ALLEN CAPITAL GROUP, LLC

RIA
CRD#: 135879
GRAND ISLAND, 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
(5/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/2/2023
Uniform Investment Adviser Law 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

CRD#: 317517Omaha, NE 68116

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