Annalisa Sunshine Clifford Gold

Employer firm

Vanderbilt Advisory Services CRD 116537

$2.11B regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → Present
  Ipam Inc Dba Centered Wealth
  Fairfield, IA
• 06/2015 → 09/2016
  Blue Fish
  Fairfield, IA
• 07/2017 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY

Other Businesses

1) Iowa WINS - Not investment related. Start date: 01/01/2018. Address: 902 S Walnut St, Mt Pleasant IA, 52641. Title: Committee member. Duties: Attending board meetings, collaborating on planning of initiatives to support immigrants in Iowa, voting on fund allocation. Time spent during regular hours: 0% 2) Empty lot. Non-securities related. Start date: 04/22/2021. Address: 507 N Main St Fairfield IA, 52556. Title: Owner. Duties: Pay property taxes. At some point I will either build a rental home or sell the lot, probably a long time from now. Time spent during regular hours: 0%. 3) Rotary Club International. Non investment related. Start date: 10/01/2021. Address: 905 E Harrison Ave, Fairfield IA, 52556. Title: Member. Duties: Attend meetings, support fundraising activities for charities, help schedule and organize events and guest speakers, support Rotary Student Exchange. Time spent during regular hours: 0%. 4) Ann W Clifford Revocable Trust. Not investment related. Start date: 01/22/2015. Address: 609 S 4th St Fairfield IA, 52556. Title: Co-Trustee. Duties: Co-Trustee with Ann Clifford of family trust. Time spent during regular hours: 0%. 5) Rental property. Not Investment related. Start Date: 09/01/2024. Address: 1003 S 6th St, Fairfield IA, 52556. Title: Owner. Duties: Landlord. Time spent during regular hours: 0%. 6) Clifford Gold LLC. Not Investment related. Start Date: 05/14/2025. Address: 604 S. Main St., Fairfield IA 52556. Title: Property Owner / Landlord. Duties: Collecting rent, managing property maintenance. Time spent during regular hours: 2%. 7) Life Insurance, Variable Life & Variable Annuity Incurance, Accident & Health Insurance. Not investment related. Start date: 07/08/2025. Address: 505 N 4th St., Ste 202, Fairfield, IA 52556. Title: Agent. Duties: Evaluating clients' needs for annuities, life insurance, and long-term care insurance and offering appropriate products to serve clients' needs. Time spent during regular hours: 5%.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-15

Other Names

• Annalisa Clifford Miller
• Annalisa Sunshine Clifford
• Annalisa Clifford Gold