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 you with risk protection .
Craig Johlfs, CFP®, AAMS®, AWMA®, CMFC®
President
I started my practice from scratch at the start of 2007. I identified with Waddell & Reed’s client-centric approach to financial planning. From those humble beginnings to now, there have been a lot of changes in the market, the finance industry, and our practice. What hasn’t changed is our dedication to our clients, their financial plans, and their money – a stewardship that we take very seriously. I’m humbled to work with such great clients and colleagues every day. At the moment, I’m having a lot of fun toggling between being a CFP® practitioner, a business owner, and an investor. When I’m not engaged in business, I enjoy spending time with my family, travelling, and pursuing lifelong hobbies.
Fun fact: I lived abroad in Tokyo, Seoul and Costa Rica.
05/19
Do you know your 2019 Retirement Plan Contribution Limits?
IRS Contribution Limits have been increased for 2019. Click the link below to download our NEW Retirement Plan Contribution Limits Chart.
CLICK HERE FOR THE 2018-2019 CHART
*Source: Internal Revenue Service. Notice 2018-83. The information does not constitute tax or legal advice. Contact your tax or legal advisor for more information about your particular situation.
Jeff Lanza, former FBI agent, hosts a cyber security presentation you dont want to miss!
Cybercrime and Identity Theft Prevention
Hoodlums to Hackers: How Criminals Get Your Information and What You Can Do to Stop Them
The main focus of this non-technical presentation is on how prevent the most recent threats involving identity theft, cyber fraud, social networking scams, tax refund fraud and payment fraud. It is one of the most popular presentations for wealth advisor client events because it answers many questions that advisors receive from their clients. The audience will be informed, inspired to take action and entertained at the same time. Fraud is a serious topic, but as with all of Jeff’s presentations, it incorporates humor to engage the audience and help them remember key learning points.
Waddell & Reed is not affiliated with Jeff Lanza.
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.