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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.
Derek J
Series 66, Series 63
Walker, MN
Edward Jones
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.
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.
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.
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.
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.
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.
Chelsea F
Series 66
Walker, MN
Thrivent Investment Management
Chelsea Fevold is a Financial Advisor with Thrivent Investment Management in Walker, MN. She holds the Series 66 designation and has recent experience at Thrivent Financial starting in 2026. Prior to her current role, she worked in real estate at Bill Hansen Realty and held positions at Frandsen Bank & Trust and Central Minnesota Credit Union. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm emphasizes holistic, goal-based planning without discretionary trading authority and offers a combined planning and managed-account option called “WealthPlan.”
Sarah A
Series 63, Series 66
Walker, MN
Edward Jones
Sarah Ashmore is a financial advisor at Edward Jones with 9 years of industry experience. She previously worked for Stifel Nicolaus for 10 years before joining Edward Jones in 2022. Outside of her advisory role, she works as a server at a local restaurant on weekends and as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment solutions, with a large network of financial advisors and branch offices across the United States.
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