Peoria, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$11,335,873,533
ClientsTotal clients
6,550
AdvisorsAdvisors at this office
3
Of 100 advisors across 30 offices
Location
301 SW Adams, Suite 1000
Peoria IL 61602
Advisors at this office
3
Advisors at this office
Craig R
CFP®, Series 63, Series 65
Peoria, IL
CliftonLarsonAllen Wealth Advisors, LLC
Craig Ruffolo is a CFP® with 26 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Peoria, IL. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering strategic asset allocation through model portfolios and multidisciplinary planning in coordination with tax, estate, and risk professionals.
Christine B
Series 66
Peoria, IL
CliftonLarsonAllen Wealth Advisors, LLC
Christine Bulfer is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2012. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive strategies, and coordinates planning by integrating wealth, tax, estate, and insurance professionals across its parent organization.
Ian S
CFP®, Series 66
Peoria, IL
CliftonLarsonAllen Wealth Advisors, LLC
Ian Swafford is a CFP® with 10 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC. His prior roles include positions at MissionSquare Retirement, MissionSquare Investment Services, LPL Financial, and Edward Jones. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a combination of strategic asset allocation through model portfolios and third-party managed programs, integrating multidisciplinary planning with fiduciary and broker-dealer services.
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