Craig Johlfs, financial advisor Denver CO

Craig Johlfs

CRD 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®

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Margin
Professional Designations
Company Name Location Dates Years
Climb Financial Group (dba) Denver, CO Aug 2017 - Current 1
Johlfs Holdings LLC Aurora, CO May 2015 - Current 4
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
Contact Info for Craig S. Johlfs
Phone Number: 913-236-2000
Registered State(s):
  • AL
  • CA
  • CO
  • ID
  • IN
  • MD
  • MN
  • MT
  • NE
  • OH
  • WA
  • WY
  • FL
  • TX
  • IL
  • IA
  • KS
  • MI
  • MO
  • NM
  • NC
  • PA
  • UT
  • VA
By the Numbers
  • Total Assets Under Management
    21,207
    MILLIONS
  • Total Number of Accounts
    169,956
    ACCOUNTS
  • Average Account Value
    $124,780
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

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

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BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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