Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
3 years
Location
Bottineau, ND 58318
Edward Jones
Institution
Kimberly Davis is a financial advisor at Edward Jones in Bottineau, ND, holding a Series 66 designation with 11 years at the firm and two years of industry experience. Outside of her advisory role, she has worked as a seasonal scorer for the Texas STAAR through Educational Testing Service. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large nationwide network of advisors and branch offices.
Based on Edward Jones
Based on Edward Jones
$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)
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.
Bottineau, ND
514 Main Street
Bottineau ND 58318
Advisors at this office
2
North Dakota · Texas
3 years of industry experience
Edward Jones
2015 - Present • 11 years
St. Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Bottineau, ND
Newedge Advisors
Darin Bohl is a CFP® with 18 years of industry experience, currently serving as an advisor at NewEdge Advisors. His prior work includes roles at GWM Advisors, LLC, LPL Financial, LLC, and Investment Centers of America, Inc. Outside of his advisory work, he is a board member of Peoples State Holding Company and Peoples State Bank and coaches junior high golf for the Bottineau Public School District. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.
Series 66
Bottineau, ND
Newedge Advisors
Cody Brooks is a financial advisor with NewEdge Advisors holding a Series 66 designation and four years of industry experience. His background includes roles at LPL Financial, CoreWealth Financial Advisors, and First International Bank & Trust. Outside of his advisory work, Brooks serves as a foundation member for Dakota College at Bottineau and as a board member of Celly Time LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing both in-house and third-party manager strategies supported by technology tools and centralized due diligence.
Series 66
Bottineau, ND
Thrivent Investment Management
Ronald Gullett is a Series 66 credentialed financial advisor with 24 years of experience, currently serving at Thrivent Investment Management since 2002. He is based in Bottineau, ND, and has held continuous roles within Thrivent Financial for Lutherans and its related investment management firm. Outside of his advisory duties, he is president of ARM 58318, LLC, which owns and manages an office building used for Thrivent-related business in Bottineau. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, emphasizing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach integrates planning with managed-account programs while maintaining a focus on individualized financial planning relationships.
Series 66
Souris, ND
Thrivent Investment Management
Nathaniel Olson is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. His prior roles include positions at Edward Jones and First National Bank and Trust Company, as well as earlier work outside finance including retail and marine equipment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.
Series 63, Series 65
Bottineau, ND
Thrivent Investment Management
Brandy Simpson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple topics and offers planning with an option to combine managed-account services under a consolidated billing arrangement called “WealthPlan.”
Series 66
Bottineau, ND
Thrivent Investment Management
Micheal Aasen is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and related entities since 2013. Aasen serves as a board member for the Vinje Fund associated with First Lutheran Church of Bottineau and is involved in local community and agricultural activities, including serving as president of Aasen Ag LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports various planning topics and provides clients with options to combine planning with managed-account services through consolidated billing.
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.
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”)