Craig JohlfsCRD Number: 5267609
Current Firm: Waddell & Reed
Craig Johlfs (CRD# 5267609) is an Investment Advisor Representative working at Waddell & Reed in Denver, CO.
Craig began his career at Waddell & Reed in early 2007. He identified with the firm’s approach to a client-centric and planning-driven approach to the client experience. He began with a genuine interest in adding value to every relationship, every step of the way. Craig accomplishes this by utilizing a ‘strategy first’ holistic approach with product-agnostic recommendations. Fostering long-term relationships with his clients is extremely important to Craig and his growing practice. He and his team agree that wealth planning is a top priority and we want to be there for you, adding value, every step of the way.
During his free time, Craig and his family enjoy spending time together in the great outdoors, traveling, and making memories along the way.
Craig Johlfs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
“I became a financial advisor for one simple reason – my goal of adding value to your financial life above and beyond where you are today. We’ll be there with you, improving every step of the way”.
--- Craig Johlfs, CFP®, AAMS®, AWMA®, CMFC®
Ewealth Consulting, LLC
Anthony Capital, LLC
|Climb Financial Group (dba)||Denver, CO||Aug 2017 - Current||1|
|Johlfs Holdings LLC||Aurora, CO||May 2015 - Current||3|
|Denver Children's Advocacy Center||Denver, CO||Feb 2014 - Current||5|
|Various Insurance Carriers For W & R Insurance Agencies||Aurora, CO||Feb 2007 - Current||12|
|Waddell & Reed, Inc.||Denver, CO||Dec 2006 - Current||12|
|Johlfs, Inc.||Aurora, CO||Jan 2011 - Aug 2017||6|
|1699 S Trenton St, #40, Denver, Co 80231, LLC||Aurora, CO||Feb 2012 - May 2016||4|
|Alpine Partners LLC||Aurora, CO||May 2015 - Dec 2015||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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