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  2. Katie Tam

Katie Tam

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Katie Tam
Investment Coordinator
Phone: 
612-617-6136
E-mail: 
Katie@giffordfinancial.com

Katie is the Investment Coordinator for Marshall’s practice. She walks through the application process with our clients by sending out applications, tracking investments through processing, and finalizing account opening. She also assists with placing trades, as well as maintaining and servicing client information with the investment companies. Katie welcomes any investment application and service questions you may have. Katie is a securities registered representative of CRI Securities, LLC and Securian Financial Services, Inc.

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2701 University Avenue SE Suite 100
Minneapolis, MN
55414 United States

  •  Tel: 612-617-6119
  •  Fax: 612-256-3041
  •  Info@giffordfinancial.com
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2701 University Avenue S.E. | Minneapolis, MN.  55414

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

North Star Consultants, Inc., Insurance Products and Services. CRI Securities, LLC, Securities and Investments. Securian Financial Services, Inc., Variable Products and Securities.

Securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Consultants, Inc. is doing business as North Star Resource Group and is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Gifford Financial is affiliated with North Star Resource Group and is independently owned and operated.

Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. ("Securian"), registered broker-dealers and investment advisers, members FINRA / SIPC. Individuals registered with CRI and Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by CRI and Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with North Star Resource Group are registered with CRI and Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.  2906029 DOFU 8-2020

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