Angela G. Ribuffo
CAMBRIDGE INVESTMENT RESEARCH ADVISORS | President & Financial Advisor
Anchorage, AK 99503
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CRD#: 5520348
Professional summary
Angela Gardner Ribuffo, CFP®, ChFC®, who also goes by Angela Euniece Gardner, Angela G. Ribuffo, Angela Gardner Simpliciano, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Anchorage, Alaska and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Anchorage, Alaska.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Angela has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Biography
Angie Ribuffo was born in Augusta Georgia, the child of a military family. She traveled a lot while growing up and lived in Germany and Thailand. She graduated from high school at 16 and went on to graduate from San Francisco State University, SFSU, with a bachelor’s degree in nursing and a minor in theater arts and was commissioned through the Air Force ROTC program where she was the first female distinguished graduate at SFSU. While in the Air Force she obtained the rank of captain and was an Air Force flight nurse.
After her time in the Air Force, she went on to teach at Antelope Valley College and City Colleges of Chicago until the Air Force moved them to Germany. While stationed there, during Desert Shield/Desert Storm, she was the point person for all family assistance for the hundreds of military families at Spangdahlem, Germany.
In 1993 she started a consulting business with the Department of Defense and spent time on Capitol Hill working on quality of life issues for the Department of Defense civilians and military with her focus on finances.
In 2007, after 30 years in the Air Force her husband, Steve, retired and they moved back to Anchorage where they had been stationed years before.
In 2008 she decided to move into the world of financial planning and advising by becoming an independent financial advisor. Since that time Angie has started her own financial services firm Raion Financial Strategies LLC and become a registered representative with Cambridge Investment Research. Angie has her licenses in life & health, securities licenses in series 6, 63 and 65. She holds the following 5 designations Certified Financial Planner (CFP®); Chartered Financial Consultant (ChFC®); Retirement Income Certified Professional (RICP®); Certified Divorce Financial Analyst (CDFA®) and Certified Long Term Care professional (CLTC).
In March of 2019 Angie was recognized by InvestmentNews as one of the 2018 Women to Watch and was also inducted into the Anchorage Athena Society.
The Investment News Women to Watch award is based upon the nominee’s demonstrated success and leadership in the financial advisory industry, proven ability or power to effect change in the industry, willingness to share her expertise with others in the field, including by serving as a mentor and given back to her community through such activities as sitting on boards, volunteering and donating time to help investors. Award recipients cannot self-nominate and do not pay a fee to receive or promote the award which is independently bestowed and membership in a specific group is not required.
Nominations for Anchorage ATHENA Society members are solicited from the community at large. Inductees are selected based on the recognition of their outstanding leadership and excellence in their business or profession, their community service outside of job requirements and that they are known for assisting women to reach their full leadership potential. Inductees cannot self-nominate and do not pay a fee to receive or promote this recognition which is independently bestowed and membership in a specific group is not required.
From 2017-2018 she was the National President of Women in Insurance and Financial Services (WIFS) and is currently their Immediate Past President. She also was the 2012 Women in Insurance and Financial Services (WIFS) angel award recipient. From 2012-2019 she has been recognized as a WIFS Circle of Excellence recipient.
The WIFS Circle of Excellence award is an independent listing produced by Women in Financial Services and recognizes WIFS members who achieve significant income levels in the insurance and financial services industry. This recognition is based on annual production for the previous year, which is submitted by individual members Angie Ribuffo applied for this award and annual national membership fee of $260.00 is paid to WIFS. No fees were paid for the receipt or promotion of this recognition which was independently granted.
The WIFS Angel Award is given to a member of the WIFS who has demonstrated attributes that have been instrumental to the success of peers. Recipients cannot self-nominate or apply for this recognition and no fees were paid for the receipt or promotion of this award which was independently bestowed.
Angie is married to her husband of 39 years, Steve, has 2 adult sons, Stephen and Daniel, a 8 year old granddaughter, Tahli and 5year old grandson, Malcolm and her golden retriever, Abby.
Question & Answer
What are your service offerings?
Divorce Planning
Investment Planning
Retirement Planning
Long-term Care
Retirement Income Management
Comprehensive Financial Planni...
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
Angela Euniece Gardner | Angela G. Ribuffo | Angela Gardner Simpliciano
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 03/2024, ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 2) THE AMERICAN COLLEGE FIN SERV, 630 ALLENDALE ROAD, SUITE 400, KING OF PRUSSIA PA 19406, 04/2024, AMBASSADOR, ADVOCATE FOR FINSERVE NETWORK, NIR, 1 HR/MO - 1 HR/MO TRADING. 3) RAION FINANCIAL STRATEGIES LLC, 670 W. Fireweed Ln, Suite 105, Anchorage AK 99503, United States, 05/01/2025, COACH, DIVORCE PLANNING SERVICES, NIR, 4 HR/MO - 2 HR/MO TRADING. 4) RAION FINANCIAL STRATEGIES LLC, 670 W. Fireweed Ln, Suite 105, Anchorage AK 99503, United States, 05/01/2025, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 16 HR/MO - 6 HR/MO TRADING. 5) CFP BOARD WOMEN'S INITIATIVE (WIN) COUNCIL, 1425 K STREET NW, #800, WASHINGTON DC 20005, 04/2024, COMMITTEE MEMBER, 1 HR/MO - 1 HR/MO TRADING. 6) RAION FINANCIAL STRATEGIES, 670 W. Fireweed Ln, Suite 105, Anchorage AK 99503, United States, 02/2025, SPEAKER, NIR, 1 HR/MO - 1 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Angela Gardner Ribuffo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
March 14, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 670 W Fireweed Lane Ste. 105, Anchorage, AK 99503RIA
CRD#: 134139
Anchorage, AK
Current
March 14, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 670 W Fireweed Lane Ste. 105, Anchorage, AK 99503BD
CRD#: 39543
Anchorage, AK
Past
May 1, 2019 - March 15, 2024
OSAIC FS, INC.
RIA
CRD#: 3870
ANCHORAGE, AK
Past
May 1, 2019 - March 15, 2024
OSAIC FS, INC.
BD
CRD#: 3870
ANCHORAGE, AK
Past
December 15, 2015 - May 8, 2019
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
FORT WORTH, TX
Past
June 27, 2008 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
ANCHORAGE, AK
Past
April 25, 2008 - May 8, 2019
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
ANCHORAGE, AK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(3/14/2024)
IAR
Alaska(3/14/2024)
RR
Arizona(3/14/2024)
RR
California(3/14/2024)
RR
Colorado(3/14/2024)
RR
Florida(3/14/2024)
RR
Georgia(3/14/2024)
RR
Hawaii(3/14/2024)
RR
Idaho(1/3/2025)
RR
Michigan(3/14/2024)
RR
Minnesota(10/24/2024)
RR
Mississippi(3/14/2024)
RR
Missouri(3/14/2024)
RR
Nevada(3/14/2024)
RR
New York(3/14/2024)
RR
North Carolina(3/14/2024)
RR
Oregon(3/14/2024)
RR
Pennsylvania(3/14/2024)
RR
South Carolina(3/14/2024)
RR
Tennessee(3/14/2024)
RR
Texas(3/14/2024)
IAR
Texas(3/14/2024)
RR
Utah(3/14/2024)
RR
Washington(3/14/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
President & Financial AdvisorCRD#: 134139Anchorage, AK 99503TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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