Justin Carlson has been an investment adviser representative at Stevens Capital Partners since August 2023, and is not listed among the firm’s executive officers or direct owners.
Stevens Capital Partners Inc is an Omaha, NE firm with $810M under management, 681 clients and 10 advisers in one office, as of its July 2026 filing.
Justin Carlson’s longest registration is the current one, 3 years at Stevens Capital Partners since 2023. Before joining Stevens Capital Partners in 2023, Justin Carlson was registered through CWM, LLC and Thrivent Investment Management Inc.
- Stevens Capital PartnersCurrent– present · 3 yearsOmaha, NE · Adviser representative · Firm CRD 317517
- CWM, LLC– · under a yearOmaha, NE · Adviser representative · Firm CRD 155344
- Thrivent Investment Management Inc.– · 1 yearOmaha, NE · Adviser representative · Firm CRD 18387
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 August 2017 |
| Series 7 | General Securities Representative Examination | 16 August 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Justin William Reed Carlson
- CRD
- 6791424
- Firm
- Stevens Capital Partners · CRD 317517
- Office
- 15514 SPAULDING PLAZA, SUITE D02, Omaha, NE 68116
- Registration
- Investment adviser registration
- In the industry since
- December 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Justin Carlson work?
Justin Carlson is an investment adviser representative registered through Stevens Capital Partners Inc since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Justin Carlson a financial advisor?
Yes. Justin Carlson has a current investment-adviser registration, through Stevens Capital Partners since August 2023.
How many years of experience does Justin Carlson have?
Justin Carlson has 8 years in the financial industry, since December 2017, across 3 adviser firms.
What exams has Justin Carlson passed?
Justin Carlson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2017. FINRA credited Justin Carlson with the SIE, which began in October 2018.
Where did Justin Carlson work before Stevens Capital Partners?
Before Stevens Capital Partners, Justin Carlson was registered through CWM, LLC, January 2023 to July 2023; Thrivent Investment Management Inc., September 2017 to May 2019.
Where is Justin Carlson based?
Justin Carlson’s registered office is in Omaha, NE.
Is Justin Carlson registered with FINRA?
No. Justin Carlson has no current broker registration.
How can I verify Justin Carlson’s record?
Search CRD 6791424 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Carlson’s full registration record.
