Derek Wayne Jensen

Advisor at Edward Jones — Walker, MN

Updated today

Credentials

Series 66, Series 63

Experience

13 years

Location

Walker, MN 56484-2274

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,147 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Derek Jensen is a financial advisor with Edward Jones in Walker, MN, holding Series 66 and Series 63 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Walker, MN

110 Michigan Ave W Suite C

Walker MN 56484-2274

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

13 years of industry experience

Edward Jones

2014 - Present • 12 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kyle D

Series 66

Walker, MN

Thrivent Investment Management

Kyle Duclos is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent since 2012 and Thrivent Financial for Lutherans since 2013. Outside of his advisory role, Duclos serves as a play-by-play announcer for local high school basketball games on Leech Lake Television. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and comprehensive written recommendations on various planning topics while keeping planning and managed-account services separate.

Business ownership considerations
user avatar

Andrea J

Series 66

Walker, MN

STIFEL

Andrea Johnson is a financial advisor at Stifel with 17 years of industry experience. She has been with Stifel since 2009 and also maintains a longstanding role at The Boulders since 2004. Johnson holds a Series 66 designation and serves on the boards of the Walker Rotary and Paws and Claws Animal Shelter. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar

David C

CFP®, Series 63, Series 66

Walker, MN

STIFEL

David Clausen is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He is based in Walker, MN, and holds the Series 63 and Series 66 licenses. Clausen serves on the boards of the Confidence Learning Center, which supports people with developmental disabilities, and the Sibley Lake Association, which focuses on lake health. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
user avatar

Brent F

Series 66

Walker, MN

Thrivent Investment Management

Brent Fassett is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 16 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he serves as an elder at Prince of Peace Evangelical Lutheran Church and is Vice Chair of the Board of Directors for Lutheran Island Camp and Christ Serve Ranch, which provide faith-based summer camp programs for youth. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option, emphasizing periodic plan reviews and advisor-led plan updates.

Business ownership considerations
user avatar

Kami E

Series 66

Nevis, MN

UBS Financial Services

Kami Evers is a financial advisor at UBS Financial Services with 19 years of industry experience. She has been with UBS since 2010 and holds a Series 66 designation. Outside of her advisory role, she works as a retail sales associate and cashier at Home Depot and is a certified notary. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

Michael Z

ChFC®, Series 63

Walker, MN

LPL Financial

Michael Zigler is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including prior roles at INVEST Financial Corporation and Gradient Investments, LLC. Outside of his advisory work, he is involved with Life Brokerage Fin Group, focusing on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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