portrait of Kimberly A Clausen
FINANCIAL ADVISOR
Accepting New Clients
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About Kimberly

Throughout my life, helping others has been a fundamental part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.

I started my career as an intern in college at a financial institution and the rest is history. I've always had a passion for working with people and helping others. As your financial advisor, my primary goal is to create a partnership where you feel understood. We will work together to reach your goals with personalized strategies throughout your life to help keep you...

Focus Areas

  • College Savings
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesSeptember 2022 to Current
  • NW Mutual Investment Svcs LLCJuly 2021 to September 2022

Certifications

  • RICP®

    Retirement Income Certified Professional®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin,La CrosseBachelor of Science

Personal Interests

  • Community Outreach
  • Fishing
  • Traveling
  • Volleyball
  • Volunteering

Team Members

  • Dana Kauphusman
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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