Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Ruffolo is a financial advisor in Peoria, IL. Craig has been in the financial services industry since December 1999 and has a history of working with a variety of clients, including individuals, families, businesses, and charitable organizations. Craig is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. Craig is registered with CliftonLarsonAllen Wealth Advisors, LLC and has worked there since March 2016. Previously, Craig was registered with Triad Advisors, Inc. and Princor Financial Services Corporation. CliftonLarsonAllen Wealth Advisors, LLC is a registered investment advisor with a focus on providing wealth management, financial planning, and investment services.
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.
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2
IL
07/18/2018 - Present
Cliftonlarsonallen Wealth Advisors, LLC (PEORIA IL)
IL
06/25/2007 - 03/08/2016
TRIAD ADVISORS, INC. (PEORIA IL)
IL
12/09/1999 - 07/02/2007
PRINCOR FINANCIAL SERVICES CORPORATION (PEORIA IL)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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