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Shari Clifford

Chief Financial Officer at Fiduciary Counselling

Officer record from the firm’s Form ADVForm ADV filed 17 March 2026

Shari Clifford is Chief Financial Officer of Fiduciary Counselling Inc, a ST Paul investment adviser.

Role at Fiduciary Counselling

Title on Schedule A
Chief Financial Officer
Control
Shari Clifford is a control person of Fiduciary Counselling.
Ownership
An individual ownership band is not available in the source record.
Tenure
Shari Clifford has held the filed role since February 2014.

The firm

Fiduciary Counselling Inc
ST Paul, MN

Form ADV filed 17 March 2026

$10.1B AUM1,761 clients18 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Shari Clifford is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Shari Clifford
CRD
5458974
Firm
Fiduciary Counselling Inc
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Shari Clifford work?

Shari Clifford has been Chief Financial Officer of Fiduciary Counselling Inc since February 2014, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 17 March 2026

Leadership at Fiduciary Counselling

Sources

  1. IAPD individual lookup, CRD 5458974. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Fiduciary Counselling Inc, filed 17 March 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Shari Clifford or Fiduciary Counselling Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.