Broker Check

ABOUT US


Johlfs Financial Group is a team of advisors working to optimize, add value, and transparency to your financial situation. We are accountable to you and work collaboratively in a down-to-earth and approachable environment. Our goal is to be known for leading with strategies, not products. In fact, we aim to be product agnostic and always make objective recommendations that we believe are in your best interest. 


OUR MISSION: THE GOLD STANDARD

OUR MISSION: THE GOLD STANDARD


Holistic View - We have comprehensive processes and take a 360-view in your financial plan.

Genuine Relationships - We treat others how we want to be treated. 

Stewardship Taken Seriously - We respect your goals and values. 

Authentic Approach - We speak a common language, we listen and we have a genuine interest in helping.



CARE OBLIGATION

CARE OBLIGATION


The Care Obligation requires that a broker dealer and its registered representatives exercise reasonable diligence, care, and skill when making a recommendation to a retail investor.

We must have a reasonable basis to believe the recommendation is in the customer’s best interest – not placing our interest above yours.

BY THE NUMBERS


Proudly based in Colorado, Johlfs Financial Group continues to grow year over year. Through this strategic expansion, we are able to hire team members specifically tasked to provide portfolio management, dedicated financial planning, relationship management, marketing events, and exceptional customer service. Today, we confidently serve hundreds of clients throughout the country. 


WHO WE SERVE


Our main priority is putting client interests above our own. You will find each member of our team treats our clients how we want to be treated. Taking a holistic view of your life, goals and values we listen to what is important. Our clients range in age and occupation, each with different goals and values. 

We feel that it’s important at everyone has sound financial advice from a professional. We would like to ensure a proper fit for each and every client. These clients do all the right things: Live at or below their means, systematically save, find tax strategies and follow their plan to help them pursue their goals.

MEET THE TEAM

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