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Craig James Ruffolo

Cliftonlarsonallen Wealth Advisors, LLC

Peoria, IL

Minneapolis, MN

Minneapolis, MN

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Current Employers
Cliftonlarsonallen Wealth Advisors, Llc

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-04
MI RA APPROVED 2025-10-24
NY RA APPROVED 2025-02-03
IA RA APPROVED 2024-12-18
AZ RA APPROVED 2024-08-08
FL RA APPROVED 2024-07-26
MO RA APPROVED 2024-07-25
TX RA APPROVED 2018-07-18
IL RA APPROVED 2016-03-09
  • OH RA
    APPROVED
    Since 2026-02-04
  • MI RA
    APPROVED
    Since 2025-10-24
  • NY RA
    APPROVED
    Since 2025-02-03
  • IA RA
    APPROVED
    Since 2024-12-18
  • AZ RA
    APPROVED
    Since 2024-08-08
  • FL RA
    APPROVED
    Since 2024-07-26
  • MO RA
    APPROVED
    Since 2024-07-25
  • TX RA
    APPROVED
    Since 2018-07-18
  • IL RA
    APPROVED
    Since 2016-03-09

Branch Locations

301 Sw Adams Suite 1000, Peoria, IL 61602 • United States

220 S. Sixth Street Suite 300, Minneapolis, MN 55402-4505 • UNITED STATES

220 South 6Th Street Suite 300, Minneapolis, MN 55402-1418 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cliftonlarsonallen Wealth Advisors, Llc Peoria IL 03/2016 Present
Previous Registrations
  • 2000-02-03 → 2016-03-07
    The Hanson Financial Group, Inc.
  • 2006-04-06 → 2007-07-02
    Principal Securities, Inc.
    Peoria, IL
    Peoria, IL
  • 2000-02-03 → 2002-12-31
    The Hanson Financial Group, Inc.
    Peoria, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-15
S63 Uniform Securities Agent State Law Examination 1999-12-08
  • S65 Uniform Investment Adviser Law Examination
    1999-12-15
  • S63 Uniform Securities Agent State Law Examination
    1999-12-08
Designations
Other Names
  • Craig J Ruffolo

View on SEC IAPD

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