Craig Johlfs, financial advisor Greenwood Village CO

Craig Johlfs

Johlfs Financial Group

CRD Number: 5267609
Current Firm: Lpl Financial LLC
Compensation Model: Both

Craig Johlfs (CRD# 5267609) is an Investment Advisor Representative working at LPL Financial in Denver, CO.

 

Craig initially 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. Craig accomplishes this by utilizing a ‘strategy first’ holistic approach with product-agnostic recommendations.  

 

Although Craig has moved Broker Dealers to LPL Financial, what hasn’t changed is our dedication to his clients, their financial plans, and their money – a stewardship that he take very seriously. At the moment, he is having a lot of fun toggling between being a CFP® practitioner, a business owner, and an investor.  When not engaged in business, he enjoy spending time with my family, travelling, and pursuing lifelong hobbies.

 

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 because I believe in the power of planning, positive habits, and self-progress…. and that this is the path to financial freedom which is one of the greatest of liberators”.   - Craig Johlfs, CFP®, MBA

CONTACT
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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Colorado Springs, CO Jul 2021 - Current 2
Johlfs Holdings LLC Aurora, CO May 2015 - Current 8
Johlfs Inc Dba Johlfs Financial Group Aurora, CO Jan 2011 - Current 13
Various Insurance Carriers For W&r Insurance Agencies Aurora, CO Feb 2007 - Current 17
Waddell & Reed, Inc. Denver, CO Dec 2006 - Current 17
Denver Children's Advocacy Center Denver, CO Feb 2014 - Aug 2020 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
Contact Info for Craig S. Johlfs
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

Firm Disclaimer:

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor.

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Data verified by both the advisor and the public regulatory data.

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