Craig Johlfs
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
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Colorado Springs, CO | Jul 2021 - Current | 1 |
| Johlfs Holdings LLC | Aurora, CO | May 2015 - Current | 7 |
| Johlfs Inc Dba Johlfs Financial Group | Aurora, CO | Jan 2011 - Current | 12 |
| Various Insurance Carriers For W&r Insurance Agencies | Aurora, CO | Feb 2007 - Current | 16 |
| Waddell & Reed, Inc. | Denver, CO | Dec 2006 - Current | 16 |
| 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 |
- CA
- CO
- NM
- TX
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Total Assets Under Management404,176MILLIONS
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Total Number of Accounts1,517,995ACCOUNTS
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Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor.
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