Gifford Financial

Gifford Financial Gifford Financial focuses on working with those in the medical and dental fields. Investment advisor representative of Cetera Investment Advisers, LLC.

Our Mission
"Financial Health Through Collaboration and Accountability"

At Gifford Financial, our goal is to help our clients create the best life possible with the money they have. We work with successful professionals that are motivated to improve their financial situation and realize that their time and energy are best spent focusing on what they do best and what they enjoy. We help you create

a strategy to help improve your financial health by identifying your goals and connecting you with a financial team of dedicated, caring professionals. Our job is to provide accountability as we collaborate to help you achieve these goals. Our specialty, and the nature of what we do, allows us to provide individualized advice for clients in similar situations. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Registered branch phone number 612-617-6000. CA Insurance License

Marshall has long enjoyed being a part of one of Iowa's greatest traditions. This year marked his 36th ride across Iowa ...
08/04/2026

Marshall has long enjoyed being a part of one of Iowa's greatest traditions. This year marked his 36th ride across Iowa on RAGBRAI, a journey filled with friendships, perseverance, and unforgettable experiences.

There is something truly special about combining a long-standing tradition with family. This year his brother, Andrew, wasn't able to join, but Marshall's sons, Max & Jack took to the road with him!

Through countless miles, early mornings, challenging hills, and unforgettable memories, the Gifford family continues to embody the spirit of RAGBRAI and the joy of riding together.

This Fourth of July, we celebrate a remarkable milestone—250 years since the founding of the United States. As we reflec...
07/03/2026

This Fourth of July, we celebrate a remarkable milestone—250 years since the founding of the United States. As we reflect on this historic anniversary, we honor the courage, sacrifice, and vision of those who believed in the promise of liberty and self-government.

Over the past two and a half centuries, our nation has faced challenges, achieved extraordinary progress, and continually worked to form a more perfect union. The American story is one of resilience, innovation, and hope—written by generations of people who have contributed their talents, service, and dreams to our shared future.

Today, as fireworks light the sky and communities gather in celebration, let us take a moment to appreciate both our history and our responsibility to future generations. May we continue to uphold the values of freedom, opportunity, and unity that have guided our nation for 250 years.

Wishing everyone a safe, joyful, and meaningful Independence Day as we celebrate America's 250th birthday.

The guys are having fun already at Star of the North!  Swing by booth 506, say hi, and check out our new dental 401(k) p...
04/23/2026

The guys are having fun already at Star of the North! Swing by booth 506, say hi, and check out our new dental 401(k) plan built to further reduce administrative workload, streamline payroll integration, and significantly limit fiduciary responsibility for practice owners—all while remaining cost conscious. We’ve got the answers and personality too. Come find us!

Happy Holidays!  Wishing you joy, peace, and laughter while surrounded by loved ones. May the new year bring you happine...
12/24/2025

Happy Holidays! Wishing you joy, peace, and laughter while surrounded by loved ones. May the new year bring you happiness, health, and countless reasons to smile.

Wishing you and your family a happy, healthy and safe Thanksgiving holiday surrounded by your loved ones.
11/27/2025

Wishing you and your family a happy, healthy and safe Thanksgiving holiday surrounded by your loved ones.

Thank you to all who dedicated themselves to serve our country. May we always remember and be grateful!
11/11/2025

Thank you to all who dedicated themselves to serve our country. May we always remember and be grateful!

Congratulations to Marshall for this incredible honor!
08/06/2025

Congratulations to Marshall for this incredible honor!

North Star is proud to announce that six of our financial advisors were recently recognized on the annual Advisors to Watch list from AdvisorHub! 🎉

• Marshall Gifford - #10 in the Advisors to Watch (Under $1B) category
• Josh Evenson - #196 in the Advisors to Watch (Under $1B) category
• Joe Fox - #76 in the Solo Advisors to Watch category
• Jane LaLonde - #57 in the 100 Women Advisors to Watch category
• Ann Wengronowitz - #64 in the 100 Women Advisors to Watch category
• Jon Ylinen - #54 in the 100 Advisors to Watch – Next Gen category

This list recognizes the top financial professionals across the nation who lead practices devoted to a high level of service, dedication, and innovative financial solutions to their clients.

Congratulations to all of our advisors who made the list this year! North Star celebrates you and your commitment to changing the lives of your clients forever.



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Advisors self-nominate and are ranked on a combination of size/quality of practice, growth of practice and character and professionalism. Growth and quality of practice will account for the majority of the final score. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Address

Minneapolis, MN

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+16126176119

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