David
Rasmussen
Stevens Capital Partners
Answer a few questions and
get matched with an advisor.
About this Advisor
David Rasmussen is a financial advisor operating out of Omaha, Nebraska. Rasmussen works at Stevens Capital Partners. During their career, Rasmussen has held roles at Cox Communications, West Corporation, Td Ameritrade, Securities America, Inc and My Purposeful Wealth And Stevens Capital Partners. Rasmussen holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can work in Nebraska. Stevens Capital Partners is a financial advisory firm based out of Omaha, NE. It handles $207 million in assets among its 910 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm advises five charities and foundations. Of its 910 client accounts, 21% are held by high-net-worth individuals who have at least $1 million in assets. Stevens Capital Partners offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees vary depending on which services are provided. Fee types charged by Stevens Capital Partners most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Stevens Capital Partners Brokerage Details
$207,096,961
6
910
$227,579
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Rasmussen Work History
David has been registered as a financial advisor for 0 years.*
My Purposeful Wealth And Stevens Capital Partners
Securities America, Inc
Td Ameritrade
Cox Communications
West Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Rasmussen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stevens Capital Partners
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.