David S. Clausen
CFP
CFP
Senior Vice President/Investments; Branch Manager
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David Clausen is a veteran Financial Advisor who has been helping clients navigate their financial futures since 1996. A graduate of the University of Wisconsin–Stout in Menomonie, David began his career in Thief River Falls, Minnesota, before moving to Pequot Lakes and joining Piper Jaffray in Baxter in 2001. In May 2007, he earned his CERTIFIED FINANCIAL PLANNER® certification and ultimately joined Stifel in 2009.
With a strong belief in personalized service, David works with Andrea Johnson, AAMS®, to deliver client-focused financial strategies tailored to each individual’s goals and life stage. Together, they bring over four decades of combined industry experience and a shared commitment to building long-term relationships rooted in trust, transparency, and thoughtful guidance. David’s approach to wealth management is centered on helping clients make confident, informed decisions—whether planning for retirement, managing generational wealth, or navigating life’s transitions.
David and his wife, Andi, are proud parents of two college-aged children, both attending North Dakota State University in Fargo. Outside the office, David enjoys staying connected to the community and supporting causes that make a meaningful impact. He currently serves on the board of directors for Confidence Learning Center, a camp dedicated to enriching the lives of individuals with developmental disabilities. His dedication to service reflects his belief that strong communities are built through meaningful relationships—both personal and professional.
Andrea C. Johnson
AAMS
AAMS
Financial Advisor Associate
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Andrea Johnson is a seasoned Financial Advisor Associate who has worked alongside David Clausen, CFP®, since 2007. Together, they bring over four decades of combined industry experience to the clients they serve, offering thoughtful, personalized financial guidance rooted in trust and long-term relationships. Whether it’s helping families plan for the future or guiding retirees through life’s transitions, they bring a personalized, down-to-earth approach to wealth management. With a strong work ethic, trusted expertise, and access to robust resources, Andrea is committed to working with David in helping clients grow and protect their wealth across generations.
Her career began with an internship at Piper Jaffray during the UBS buyout, offering her a front-row seat to a pivotal moment in the financial industry. After graduating from Minnesota State University Moorhead, Andrea joined UBS full-time, continuing her work there until Stifel acquired the branch in 2009. She holds the Accredited Asset Management Specialist™ designation and is passionate about working beside David in helping individuals and families build financial confidence through clear, client-focused strategies.
Family is Andrea’s priority in life. She and her husband are proud parents of two middle school daughters, and they cherish spending quality time together. Whether boating on Leech Lake, biking local trails, camping, or exploring new destinations, Andrea values the experiences that come from being outdoors and traveling as a family. Deeply rooted in the Walker, Minnesota, community, she proudly serves on the boards of Walker Rotary and Paws + Claws, reflecting her commitment to making a positive impact both personally and professionally.
