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FORBES BEST-IN-STATE

FORBES BEST-IN-STATE

The 2021 Best-In-State Wealth Advisors list spotlights more than 5,000 advisors, nominated by their firms—then researched, interviewed and assigned a ranking by SHOOK Research.  For the second year in a row, Craig Johlfs has been ranked as a top advisor in Colorado. 

2020 Ranking: #43 

2021 Ranking: #29

"My association as a Forbes Best in State Advisor is an immense source of pride for me and a hard-earned achievement that will last a lifetime". - Craig 

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The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. For 2020 there were 32,000 nominations received, based on high thresholds and qualifications, 7,556 invited to complete an online survey, 11,864 telephone interviews, 2,336 in-person interviews. For 2021 there were 32,725 nominations received, based on high thresholds and qualifications, 15,854 invited to complete an online survey, 13,114 telephone interviews, 2,085 in-person interviews and 619 web-based interviews. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

For more complete information visit https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020 and https://www.forbes.com/sites/rjshook/2021/02/11/forbes-best-in-state-wealth-advisors-methodology-2021/?sh=519d72a86d22 

DENVER BUSINESS JOURNAL'S "40 UNDER 40" AWARD WINNER - 2018

DENVER BUSINESS JOURNAL'S "40 UNDER 40" AWARD WINNER - 2018

This award recognizes 40 local professionals under age 40 for their business success and community contributions. With nearly 500 nominations submitted for 259 individuals, the 2018 award highlights 40 winners chosen by the 2017 winners. The award is not representative of any client experience and is not a guarantee of the advisor’s future revenue performance.

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2019 THRIVE AWARD WINNER

2019 THRIVE AWARD WINNER

Craig Johlfs, CFP® was recently recognized as one of the 200 fastest-growing advisors in the U.S. by WealthManagement.com. 

The WealthManagement.com 2019 Thrive Award was compiled by measuring the percentage revenue growth over the previous three years. Average revenue growth of the top 200 list was three times the industry average, as calculated by McKinsey & Company's PriceMetrix.

"The WealthManagement.com Thrive Awards is unlike any other recognition program," said WealthManagement.com editor-in-chief David Armstrong. "It recognizes advisors who are on the way up—those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth. Why revenue growth? We believe it's one of the key metrics that demonstrate advisor success in providing services of real value to clients and prospects—and vital to building a sustainable business for the future. The WealthManagement.com 2019 Thrive Awards list is a publicly visible tribute to that success." 

To qualify for the annual WealthManagement.com 2019 Thrive Awards list, applicants had to be based in the U.S., offer financial services to individual clients, and have a minimum revenue of $100,000. Applications were accepted from individuals, teams, and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, registered investment advisor and Independent broker-dealer reps. Craig Jolfs paid a $90 application fee to participate. Waddell & Reed is not affiliated with WealthManagement.com and the award is not representative of any client experience and is not a guarantee of the advisor’s future revenue performance.

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TOP ADVISORS' FORUM - 2017 - 2020

TOP ADVISORS' FORUM - 2017 - 2020

Top Advisors’ Forum attendees are selected by Waddell & Reed based on their sales performance across a variety of product types. In addition to gaining valuable information about investment process, products and services, advisors also learn from and exchange ideas with fellow top advisors.

“This group of individuals has excelled not only in serving their clients’ investment needs and building trust with them, but also in serving their communities,” said Thomas W. Butch, former chairman and president of Waddell & Reed, Inc.

ADVISOR MEDALIST - PLATINUM  - 2016 - 2020

ADVISOR MEDALIST - PLATINUM  - 2016 - 2020

The Advisor Medalist recognition awards are presented annually by Waddell & Reed to 250 advisors and are based on an analysis of investment, insurance and financial planning sales generated by the advisor.

“The Advisor Medalist honor reflects the advisor’s steadfast dedication to their clients, their community and the Waddell & Reed family,” said Shawn Mihal, president of Waddell & Reed, Inc.

Among the Advisor Medalist program’s many important advantages, members are able to tap into enhanced business-development resources for better serving their clients. These benefits range from a series of professional development opportunities to expedited business processes.

CHAIRMAN'S CABINET - 2017 - 2020

CHAIRMAN'S CABINET - 2017 - 2020

Craig has been named to Waddell & Reed’s 2019 Chairman’s Cabinet, one of the highest honors for its financial advisors. Presented annually, the recognition is bestowed to the firm’s most productive financial advisors based on an analysis of sales activity generated by the advisor. This is the third year that Craig Johlfs has earned this honor.

CIRCLE OF CHAMPIONS - 2012-2020

CIRCLE OF CHAMPIONS - 2012-2020

The Circle of Champions meeting is an opportunity to gain insight to company initiatives, garner education about practice management and industry trends, and most importantly, partake in opportunities to network with other successful advisors.

The award is presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor.

CREST - 2014-2020

CREST - 2014-2020

Waddell & Reed's Crest Award is among the highest honors for financial advisors affiliated with the company. Symbolizing performance excellence, the award is bestowed to the most productive financial advisors affiliated with the firm based on an analysis of investment, insurance and financial planning sales. 

FINANCIAL PLANNING ASSOCIATION OF COLORADO 

FINANCIAL PLANNING ASSOCIATION OF COLORADO 

Craig Johlfs has joined the FPA of Colorado, which promotes universal acceptance of the value and necessity of the financial planning process. The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA® helps connect our members through a variety of unique and compelling ways.

FPA® members strive to adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA® membership consists of CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services professionals, students and more. FPA® is compensation neutral and represents those from diverse backgrounds and business models. FPA’s unique network of nationwide chapters encourage professional development and networking on a local level.

Waddell & Reed is not affiliated with the Denver Business Journal, MDRT, the Financial Planning Association® (FPA®) of Colorado or any other entities referenced.  01/21