Broker Check

Awards & Associations

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 


Visit Article
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.


View Article
2019 THRIVE AWARD WINNER

2019 THRIVE AWARD WINNER

Craig Johlfs, CFP® was 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.


View Article
GIVING BACK

GIVING BACK

We find it important to give back to our community and support those in need. During the holiday season, our team gathers donations for local worthy causes. Some of the most recent non-profits include: 

  • Denver Children's Advocacy Center
  • Veterans Community Project
  • Step Denver
DCAC

DCAC

Founded in 1995, DCAC is part of a national community of Child Advocacy Centers that are revolutionizing the response to child abuse. The programs fall along a three-part continuum of care that includes community outreach, rapid response, and treatment and integrated services. 

Craig Johlfs was an active board member for DCAC and continues to give back year after year. 

**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.

***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