Michele Prell has been an investment adviser representative at Stevens Capital Partners since January 2026, and is not listed among the firm’s executive officers or direct owners. Michele Prell studied at Morningside University.
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.
Michele Prell is Senior Financial Planner of Stevens Capital Partners, with more than 15 years of experience in the financial services industry. Before joining the firm she supported advisors and clients nationwide as part of an advisory team, developing customized financial plans, investment strategies and tax planning solutions.
Michele Prell’s longest registration was 6 years at Mariner Wealth (2018–2024). Before joining Stevens Capital Partners in 2026, Michele Prell was registered through Commonwealth Financial Network and Mariner Wealth.
- Stevens Capital PartnersCurrent– present · under a yearOmaha, NE · Adviser representative · Firm CRD 317517
- Commonwealth Financial Network– · 1 yearNorfolk, NE · Adviser representative · Firm CRD 8032
- Mariner Wealth– · 6 yearsOmaha, NE · Adviser representative · Firm CRD 140195
- Strategic Advisers, Inc.– · under a yearOmaha, NE · Adviser representative · Firm CRD 104555
- CLS Investments, LLC– · 1 yearOmaha, NE · Adviser representative · Firm CRD 107975
Professional designations
Listed by Stevens Capital Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michele Prell is registered as an investment adviser representative in Nebraska, since January 2026.
- NebraskaSince 16 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 21 July 2015 |
| Series 7 | General Securities Representative Examination | 14 November 2014 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 February 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 November 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michele Ann Prell
- CRD
- 5758020
- Firm
- Stevens Capital Partners · CRD 317517
- Office
- 15514 SPAULDING PLAZA, SUITE D02, Omaha, NE 68116
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stevenscapitalpartners.com
Where does Michele Prell work?
Michele Prell is an investment adviser representative registered through Stevens Capital Partners Inc since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Michele Prell a financial advisor?
Yes. Michele Prell has a current investment-adviser registration in Nebraska, through Stevens Capital Partners since January 2026.
How many years of experience does Michele Prell have?
Michele Prell has 15 years in the financial industry, since January 2011, across 5 adviser firms.
What exams has Michele Prell passed?
Michele Prell has passed 4 licensing exams: the Series 6, Series 65, Series 7 and Series 63. The earliest, the Series 6, was passed in November 2010. FINRA credited Michele Prell with the SIE, which began in October 2018.
Where did Michele Prell work before Stevens Capital Partners?
Before Stevens Capital Partners, Michele Prell was registered through Commonwealth Financial Network, August 2024 to December 2025; Mariner Wealth, February 2018 to August 2024; Strategic Advisers, Inc., August 2015 to April 2016; CLS Investments, LLC, February 2014 to July 2015.
Where is Michele Prell based?
Michele Prell’s registered office is in Omaha, NE.
Is Michele Prell registered with FINRA?
No. Michele Prell has no current broker registration.
Is Michele Prell a CFP?
Stevens Capital Partners lists Michele Prell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Michele Prell, MSPFP, CFP® biography, stevenscapitalpartners.com
How can I verify Michele Prell’s record?
Search CRD 5758020 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michele Prell’s full registration record.
