Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Lee Bulfer is a financial advisor with over 20 years of experience in the industry. Christine is currently registered with CliftonLarsonAllen Wealth Advisors, LLC and has held previous positions at CG Brokerage L.L.C., Valmark Securities, Inc. and Raymond James Financial Services, Inc. Christine holds the Series 66, Series 7, and SIE licenses, and is registered in Illinois and Texas. Christine specializes in providing financial planning and investment management services to individuals, families, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
09/08/2022 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
IL
01/02/2008 - 12/07/2012
CG BROKERAGE L.L.C. (PEORIA IL)
IL
08/04/2005 - 12/18/2007
VALMARK SECURITIES, INC. (PEORIA IL)
FL
08/07/2001 - 05/25/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 09/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christine Bulfer is the right advisor for you? Invested Better is here to help.
