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Shari Lynn Clifford

FIDUCIARY COUNSELLING INC·ST PAUL, Minnesota
Unclaimed Profile
30 EAST 7TH STREET, SUITE 2000, ST PAUL, MN 55101-4930CRD# 5458974Firm CRD# 104753
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About

Shari Lynn Clifford is a registered financial advisor based in ST PAUL, Minnesota, affiliated with FIDUCIARY COUNSELLING INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FIDUCIARY COUNSELLING INC
FIDUCIARY COUNSELLING INC
AUM
$9.5B
Regulatory assets under management
Employees
88
Total firm employees
View all advisors at FIDUCIARY COUNSELLING INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5458974
Firm CRD# 104753
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shari Lynn Clifford offer?
Shari Lynn Clifford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST PAUL, Minnesota for a consultation.
What are Shari Lynn Clifford's credentials?
Shari Lynn Clifford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shari Lynn Clifford located?
Shari Lynn Clifford is based in ST PAUL, Minnesota, working with FIDUCIARY COUNSELLING INC. Their office serves clients in the ST PAUL metropolitan area and surrounding communities.
How does Shari Lynn Clifford charge for services?
Shari Lynn Clifford's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDUCIARY COUNSELLING INC?
FIDUCIARY COUNSELLING INC has approximately 88 employees and manages $9.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ST PAUL
Matthew J Ginter — 3M INVESTMENT MANAGEMENT CORPJonathan F Ruppel — 3M INVESTMENT MANAGEMENT CORPDavid Wade Hopewell — TRANSAMERICA RETIREMENT ADVISORS, LLCStacey Jo Jagielski — 3M INVESTMENT MANAGEMENT CORPJason Keith Mitchell — CLEARWATER MANAGEMENT CO., INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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