Craig  Johlfs,  CFP<sup>&reg;</sup> - Financial Advisor

Craig Johlfs, CFP®

AAMS®CMFC®AWMA®

Financial Advisor

JOHLFS FINANCIAL GROUP

5299 DTC BLVD, 1250
GREENWOOD VILLAGE, CO 80111
FINANCIAL ADVISOR'S WEBSITE
(303) 626-2446 CONNECT WITH Craig
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General

Craig Johlfs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at JOHLFS FINANCIAL GROUP in GREENWOOD VILLAGE, CO and the surrounding communities.

Financial Advisor Overview

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.

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Financial Advisor Experience

“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®

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Waddell & Reed, Inc.

Broker-Dealer Disclaimer

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC, and Federally Registered Investment Advisor. Waddell & Reed and Climb Financial Group are unaffiliated entities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Corporate Finance, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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Helpful Financial Planning Resources