Clausen-Johnson Wealth Advisory Group - Stifel

Clausen-Johnson Wealth Advisory Group - Stifel and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law.

David Clausen - Senior Vice President/Investments, Branch Manager
Andrea Johnson - Financial Advisor Associate

After Hours By Appointment Only
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Stifel Financial Corp. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. T

he comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

Stifel brings deep expertise to providing diverse financial services to an array of clients, including individuals, publ...
06/04/2026

Stifel brings deep expertise to providing diverse financial services to an array of clients, including individuals, public and private businesses, municipalities, and institutional and professional money managers.

Learn more: https://livesocial.seismic.com/aTqAdh

A GRAT (Grantor Retained Annuity Trust) is a potentially powerful estate tax planning strategy that removes future appre...
05/28/2026

A GRAT (Grantor Retained Annuity Trust) is a potentially powerful estate tax planning strategy that removes future appreciation on assets from one's estate.

Click here to learn more:
https://livesocial.seismic.com/a5H6A4

Stifel's 2025 Corporate Sustainability Report is now available."I am proud to share our 2025 Sustainability Report. This...
05/27/2026

Stifel's 2025 Corporate Sustainability Report is now available.

"I am proud to share our 2025 Sustainability Report. This report details our commitment to creating long-term value and performance—for our clients, shareholders, communities, and each other." - Ron Kruszewski, Chairman and CEO

https://livesocial.seismic.com/akWgte

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets w...
05/25/2026

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets will be closed today in remembrance.

Financial stress is the number one driver of declining emotional health in America. But it doesn't have to be that way. ...
05/23/2026

Financial stress is the number one driver of declining emotional health in America. But it doesn't have to be that way. As a Financial Advisor, I can help you reduce uncertainty by building a clear, personalized plan tailored to your goals.

As noted in the Northwestern Mutual's 2026 Planning & Progress Study, 71% of Americans with a financial advisor said they felt financially secure, while only 38% without an advisor agreed. You're welcome to reach out to me to discuss your goals, let Mental Health Month serve as a reminder to review your financial well being.

Congratulations to the class of 2026!Now that you are stepping into the ‘adult world', explore our Financial Literacy Vi...
05/22/2026

Congratulations to the class of 2026!

Now that you are stepping into the ‘adult world', explore our Financial Literacy Video Series to help build confidence and take control of your financial future:
https://vimeo.com/showcase/stifel-financial-literacy

05/19/2026

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Should you contribute to a Traditional IRA or a Roth IRA?Traditional and Roth IRAs both provide significant potential ta...
05/16/2026

Should you contribute to a Traditional IRA or a Roth IRA?

Traditional and Roth IRAs both provide significant potential tax benefits. Contribution to one or the other depends on several factors that could potentially impact your personal financial situation, including the current tax framework.

Click here to view a Roth vs Traditional IRA savings scenario:
https://livesocial.seismic.com/alSkez

While most people diligently track other areas of personal wellness, they often neglect financial wellness. Use Stifel's...
05/14/2026

While most people diligently track other areas of personal wellness, they often neglect financial wellness. Use Stifel's Financial Wellness Assessment as a starting point to challenge you to make financial wellness a priority: https://livesocial.seismic.com/aFtijL

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Walker, MN
56484

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