Congratulations Craig, #43 in Colorado!
This year’s Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including:interviews, experience and compliance records.
Visit this page to read the full article: https://www.forbes.com/profile/craig-johlfs/
PLANNING
We strive to promote balance through comprehensive financial planning.
PORTFOLIOS
We create custom portfolios designed to optimize your financial situation.
PRESERVATION
We emphasize strategy over product in an effort to assist with risk protection.
Greenwood Village, Colorado
Colorado Springs, Colorado
Los Alamos, New Mexico
Diane Chan, CMFC®
Relationship Manager
505-663-0750
Diane joined Waddell & Reed in 2003, after having lived and worked overseas for many years. She likes to say her money management career began when she was five years old, after her dad taught her the principle of compound interest and...
Home Office Support - Wealth Solutions Group
Ryan Hodapp, CFA, CAIA
Director, Investment & Advisory Sales
Join us!
BLUE LABEL EVENTS
Johlfs Financial Group has partnered with our Strategic Partners to provide our clients and their families with four educational seminars this year. Each educational event will be open to all of our clients at no cost. Everyone is welcome and encouraged to bring a guest, neighbor, family member or friend. Read below for more details on these fun gatherings!
GOLD LABEL PRIVATE EVENTS
We are so fortunate to have built such amazing relationships with our clients, many of them have referred us to their friends, family members, neighbors, and co-workers. It is an honor and we appreciate the confidence you have in our team and our value proposition. We are introducing a series of events to thank our clients who have recommended us to others.
Become a Client
Taking the first step is sometimes the hardest. We hope you will find our team of professionals can make your transition easy - starting with an honest and straight-forward conversation with your licensed advisor, leading to a streamlined on-boarding process, followed up by a long-lasting and authentic relationship.
Meet Our Firm: Waddell & Reed
Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years. Waddell and Reed's mission today is based on our founders’ philosophy that those who participate consistently in the equity markets through a personalized financial plan can work toward life goals and weather a variety of market changes.
