Marshall William Gifford
Investment adviser representative at Cetera Investment Advisers LLC
33 yearsExperience
4 statesRegistered in
ChFC®Designation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Mw Gifford Financial Services LLCJan 2025 to now
- Polk Cedar Holdings LLCSep 2024 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJun 2023 to now
- Marshall GiffordFeb 2005 to now
- North Star Brokerage, IncSep 1993 to now
- North Star ConsultantsSep 1993 to now
- Minnesota LifeSep 1993 to Aug 2023
- Securian Financial Services, Inc.Sep 1993 to Aug 2023
- C.R.I. Securities, Inc.Sep 1993 to Oct 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 4 states (FL, MN, TX, WI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2410273
- Firm CRD
- 105644