Marshall Gifford included on Minnesota’s Best-In-State Wealth Advisors list by Forbes/SHOOK
MINNEAPOLIS – April 3, 2024 – Marshall Gifford, CLU, ChFC, founder and senior partner at Gifford Financial, was announced today as a Forbes/SHOOK Best-In-State Wealth Advisor, after previously making their Top Financial Security Professionals list in 2023.
With over 8,500 advisors on the Forbes/SHOOK Best-In-State Wealth Advisors national list, Gifford is ranked #47 in the state of Minnesota, with $590 million in team assets.
“I’m honored to have placed on this list,” says Gifford. “I think it is a testament to our relentless long-term focus on helping our clients think about and prepare for the worst while at the same time planning to live the best life they can with the money they have.”
Each advisor on the list is chosen based on an algorithm of qualitative criteria learned through telephone and virtual or in-person interviews along with quantitative data, such as revenue trends and assets under management. It also weighs factors such as service models, compliance records and industry experience.
“Marshall Gifford is one of the finest advisors in our profession,” stated Ed Deutschlander, CLU, CLF, CEO of North Star Resource Group. “His commitment to not only serving his clients but also his incredible focus on his community and firm puts Marshall in a special class very few advisors ever occupy. We are honored to have Marshall part of the North Star family and join with his clients to celebrate his success.”
Gifford is a published author of several books and is a frequent public speaker, focusing on financial topics for residents, fellows and students at institutions around the nation. He also leads a team of advisors and administrative team members at Gifford Financial as they help clients reach their financial goals.
To learn more about Gifford, visit www.northstarfinancial.com/advisors/marshall-gifford.
About North Star Resource Group
North Star Resource Group is a Minneapolis-based financial services firm that provides both individuals and businesses with the resources to help create, preserve, and protect their wealth. North Star has more than 192 full-time advisors and over 178 employees. In a network of 42 offices in over 20 states, they have contributed to the financial security and well-being of over 140,000 individuals and small businesses**. To learn more about North Star Resource Group, visit www.northstarfinancial.com.
**Data as of December 2023
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If you would like more information about this topic, please call Ian Rich at 612.617.6076, or email him at ian.rich@northstarfinancial.com.
Marshall Gifford & Ed Deutschlander are Registered Representatives offering securities through Cetera Advisor Networks LLC, 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.
The Forbes: America’s Top Financial Security Professionals Award, developed by SHOOK™ Research, is based on last year’s data. The algorithm is designed to fairly compare the business practices of a large group of financial service professionals (FSPs) based on quantitative and qualitative elements. Data is weighted to ensure priorities are given to dynamics such as best practices, business models, recent business activity, among others. Each variable is graded and represents a certain value for each measured component. The algorithm measures thousands of FSPs against one another. The listing is prepared by SHOOK™ Research and is based primarily on commissions and premiums generated from insurance products and other criteria relative to years of experience, credentials, client retention and servicing, business model, community involvement, financial professional and peer interviews, and compliance background. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional 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.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of 6/30/23, 44,900 nominations received, based on thresholds – 23,876 invited to complete online survey – 20,412 telephone interviews – 1,507 total virtual interviews – 4,926 in-person interviews at Advisor’s location. Listing in this publication and/or award 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.