user avatar

Kami L Evers

Advisor at UBS Financial Services — Nevis, MN

Updated today

Credentials

Series 66

Experience

20 years

Location

Nevis, MN

UBS Financial Services logo

UBS Financial Services

Institution

Total advisors

9,326

Across 991 offices

Clients per advisor

118 High

Avg AUM per client

$693,691 High

HNW client ratio

78% Very High

About

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.

Client services

Based on UBS Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Expertise

Based on UBS Financial Services

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Occupation focus

Based on UBS Financial Services

Executive Founder/Business Owner

Demographic focus

Based on UBS Financial Services

Mid-Career Professionals Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Commissions

Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products

Other

Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations

Location

See office

Nevis, MN

Nevis MN

Advisors at this office

1

Most active in

Minnesota

Work history

20 years of industry experience

UBS financial Services INC

2010 - Present • 16 years

Wayzata, MN

Merrill

2010 - 2010 • 1 year

Wayzata, MN

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

Gina R

CFP®, Series 66

Park Rapids, MN

Ascentis Independent Advisors, LLC

Gina Rypkema is a financial advisor with Ascentis Independent Advisors, LLC, holding the CFP® designation and Series 66 license, and has 25 years of industry experience. Her previous roles include positions at Golden State Equity Partners and Ameriprise Financial Services, Inc. She serves as a board member and treasurer for the Walker Area Pregnancy Support Center. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients with a range of investment and financial planning services. The firm employs a diversified portfolio approach that includes public and private securities and offers programs such as discretionary management, co-advisory arrangements, and a Private Direct Investments program for select clients.

Private / alternative investments Options & derivatives strategies General estate planning guidance Business ownership considerations Founder/Business Owner
user avatar

Heather B

Series 65

Park Rapids, MN

Ascentis Independent Advisors, LLC

Heather Bjorgaard is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 65 credential and two years of industry experience. She has previously worked with Golden State Equity Partners, LLC, and Arise Wealth Management. From 2014 to 2023, she operated Heather Bjorgaard Childcare. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing portfolios composed of both public and private securities and employing discretionary management and co-advisory arrangements.

Private / alternative investments Options & derivatives strategies General estate planning guidance Business ownership considerations Founder/Business Owner
user avatar

Shelley L

Series 63, Series 65

Park Rapids, MN

Ascentis Independent Advisors, LLC

Shelley Lof is a financial advisor at Ascentis Independent Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Golden State Equity Partners and Ameriprise Financial Services, Inc. In addition to her advisory role, she is involved with Rypkema Operations, LLC. Ascentis Independent Advisors is a multi-team SEC-registered firm that serves individuals, trusts, retirement plans, and corporate clients. The firm provides comprehensive portfolio management and financial planning, utilizing a mix of public and private securities and offering programs such as Private Direct Investments and co-advisory platforms.

Private / alternative investments Options & derivatives strategies General estate planning guidance Business ownership considerations Founder/Business Owner

Derek R

Series 66

Park Rapids, MN

Edward Jones

Derek Ricke is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he was involved with the Park Rapids Lakes Area Chamber of Commerce for four years and Minnesota Hockey Inc for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner
user avatar

Timothy O

Series 63, Series 65

Park Rapids, MN

Morgan Stanley

Timothy O'Donnell is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Morgan Stanley and its related entities since 2007. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured analysis tools and strategic investment modeling.

General estate planning guidance
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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)