Planning. Portfolios. Preservation.
Johlfs Financial Group is a team of advisors providing comprehensive financial planning designed to improve, optimize and balance your financial situation.
We want to take the complexity and frustration out of the process so clients can find confidence in their personalized financial plan.
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/
Forbes Best in State Full Methodology: https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020/#2cfc6e33fedc
Johlfs Financial Group is a team of advisors providing comprehensive financial planning designed to improve, optimize and balance your financial situation. We emphasize strategy over product, are comprehensive in our process, and objective in our recommendations. We want to take the complexity and frustration out of the picture so clients can find confidence in their personalized financial plan.
Financial planning, optimized.
We strive to promote balance through comprehensive financial planning.
We create custom portfolios designed to optimize your financial situation.
We emphasize strategy over product in an effort to assist with risk protection.
Our hope is that you will discover that we emphasize strategy over product, are comprehensive in our process, and authentic in our relationships. We strive to take the complexity and frustration out of the picture, and believe clients take ease in knowing they are staying on the path towards financial independence.
Greenwood Village, Colorado
Business Processing Coordinator
Colorado Springs, Colorado
Los Alamos, New Mexico
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
Director, Investment & Advisory Sales
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.
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.
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.
Four Great, Unexpected Places to Raise a Family
Suddenly Single: 3 Steps to Take Now
Mastering Mobile Lingo
Waddell & Reed is not affiliated with and does not endorse any other entities referenced.
Waddell & Reed, Inc. is not affiliated with Step Denver and does not accept or collect donations on their behalf. Waddell & Reed, Inc. does not endorse Step Denver and is not responsible for any donations made.
*The other awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding these awards and dates received, please contact the advisor.