Andrew G. Gifford, CFP<sup>®</sup>

Andrew G. Gifford, CFP®

Financial Advisor

Phone: (612) 617-6174
Fax: (612) 617-6001
E-mail:


Andrew’s mission is to help motivated, successful professionals in identifying their needs for wealth accumulation, preservation and succession. He believes in creating and sustaining meaningful and trustful relationships with his clients in order to better understand their values, goals and needs.

Andrew helps his clients by educating them and addressing their concerns using specialized tools and financial concepts to build, protect and maintain sound financial strategies. He specializes in working with medical, dental, and legal professionals, helping them reach their financial goals both efficiently and effectively.

Andrew has successfully completed the CFP®, Certified Financial Planner certification, a prestigious designation in which fewer than 10% of those in the industry have achieved. For most of his career, he's been a member of North Star's Medical Division, a group of North Star advisors committed to providing elite expertise for physicians and dentists.

Andrew regularly speaks and conducts educational discussions for the University of Minnesota Residency and Fellowship Programs, Mayo Clinic Residency Programs, Mayo Fellows Association, William Mitchell College of Law, and the University of Minnesota Law School. He has also been featured on Fox News in Minneapolis as a financial expert.

His areas of focus include:

For Individuals:

  • Debt, Budgeting and Cash Flow Management
  • Wealth Accumulation (Investment Solutions)
  • Tax Minimization Strategies1
  • College Funding Strategies (529 Plans, Education IRA’s)
  • Retirement Strategies (Qualified vs. Non-Qualified Plans, IRA’s, Rollovers)
  • Risk Management (Life Insurance, Disability Insurance, Health Insurance)
  • Long Term Care Insurance
  • Asset Protection Strategies1
  • Estate Planning (Wealth Succession)

For Businesses:

  • Qualified and Non-Qualified Compensation Packages
  • Retirement Strategies
  • Group Insurance
  • Business Continuation
  • Employee Seminars

Qualifications:

  • CFP Designation
  • FINRA Series 7 Registered Representative
  • FINRA Series 66 Registered Representative
  • Licensed Life and Health Insurance Agent
  • Registered Representative; CRI Securities, LLC and Securian Financial Services, Inc.
  • Investment Advisor Representative; CRI Securities, LLC and Securian Financial Services, Inc., Registered Investment Advisors
  • Agent, North Star Consultants, Inc.

Andrew currently resides in Saint Paul, Minnesota with his wife and three children. Andrew is a Juris Doctor, receiving his law degree from the William Mitchell College of Law in 2006. He also received his Master of Science degree from the University of Wisconsin – Stout in 2003, and his Bachelor of Science degree from Iowa State University in 1997. He is an active member of Ramsey County Bar Association and the Minnesota State Bar Association. Andrew previously served for two years as the Co-chair of the Ramsey County Bar Association’s New Lawyers Section.

Andrew enjoys cycling, whitewater kayaking, brewing beer and home theater design.

1This information should not be considered as tax or legal advice. Specific tax and legal consequences should be verified by your tax or legal advisor.


North Star Resource Group
2701 University Ave. S.E.
Minneapolis, MN 55414-3233


North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. 2701 University Ave. S.E., Minneapolis, MN 55414, 612-617-6000. CRI Securities, LLC is affiliated with Securian Financial Services, Inc.

490241 / 04-2012