Marshall William Gifford

Current Employers

Employment History

• 09/1993 → 08/2023
  Minnesota Life
  St. Paul, MN
• 09/1993 → Present
  North Star Consultants
  Minneapolis, MN
• 09/1993 → 08/2023
  Securian Financial Services, Inc.
  St. Paul, MN
• 09/1993 → 10/2021
  C.R.I. Securities, Inc.
  St. Paul, MN
• 02/2005 → Present
  Marshall Gifford
  Minneapolis, MN
• 09/1993 → Present
  North Star Brokerage, Inc
  Minneapolis, MN
• 06/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2024 → Present
  Polk Cedar Holdings Llc
  New Richmond, WI
• 01/2025 → Present
  Mw Gifford Financial Services Llc
  Minneapolis, MN

Previous Registrations

• 2013-12-20 → 2023-08-10
  Securian Financial Services, Inc.
  Minneapolis, MN
  Minneapolis, MN
  Miromar Lakes, FL
  St. Paul, MN
• 2008-02-25 → 2021-10-18
  Cri Securities, Llc
  Minneapolis, MN
  Minneapolis, MN
  Miromar Lakes, FL
• 2006-11-01 → 2007-12-31
  Marathon Advisors, Inc
  Minneapolis, MN

Other Businesses

1. AUTHOR POSITION: Owner NATURE: Author INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2005 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Owner 2. GIFFORD FINANCIAL POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2016 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 3. GUARDIAN INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2004 ADDRESS: , New York NY , United States DESCRIPTION: Agent/Broker 4. MARSHALL GIFFORD P&C SALES POSITION: Advisory Board NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2016 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Advisory Board NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 5. NORTH STAR SCOTT RICHARDS CHARITABLE FOUNDATION POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Member; 6. NAME OF OTHER BUSINESS: POLK CEDAR HOLDINGS LLC; INVESTMENT RELATED: NO; ADDRESS: 2401 CARDINAL DR, NEW RICHMOND, WI 54017; NATURE OF BUSINESS: REAL ESTATE; START DATE: 9/2024; POSITION/TITLE/RELATIONSHIP: MANAGER/OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGE BANK ACCOUNT TO OVERSEE BILLS AND PAYMENTS; 7. NAME OF OTHER BUSINESS: MW GIFFORD FINANCIAL SERVICES LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 32, APX NUMBER OF HOURS DURING TRADING HOURS: 32, BRIEF DESCRIPTION OF DUTIES: DBA FOR ADVISORY SERVICES; 8. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-10-27

Designations

Other Names

• Marshall W Gifford