Broker Check


LPL Financial



KEEPING YOU INFORMED.


You may have recently heard – either from us or in the media -- about an agreement between Macquarie Financial Holdings Pty Ltd. and LPL Financial Holdings, Inc. to jointly acquire Waddell & Reed Financial, Inc. It is our priority to keep you informed as details become available and to share what the acquisition may mean for you.

As you know, we are independent financial advisors affiliated with Waddell & Reed, Inc. (WRI), a broker-dealer and registered investment advisor. WRI provides support to our business as we work directly with you. After the acquisition, LPL Financial LLC (LPL) will provide similar support services. 

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL doesn’t offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL aren’t pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide can rely on the firm’s tools and resources to help them provide financial guidance and recommendations to address their clients’ needs.

Our primary focus and core philosophy is to always act in your best interests. We sincerely value your steadfast dedication and will continue to serve your financial interests.

We deeply appreciate your relationship and are sincerely grateful for your patience over the next several months while we learn and grow together. 

Sincerely,

Craig Johlfs & the Johlfs Financial Group Team



**Do not take any action if you plan to continue using our services.**

JOIN THE CONVERSATION

Our final Town Hall Zoom is scheduled for Thursday, June 24th. 

Topics covered: What will I get in the mail? What actions do I need to take? What will change? Why the change? Plenty of time for Q&A so bring your questions!


Host: Craig Johlfs, CFP - President, Johlfs Financial Group                          Special Guest: Casey Furr - SVP, LPL Financial 


                                         


Register Here: https://zoom.us/webinar/register/WN_x347uDE1TbCMqW7yuHSjIg 

Visit the Events Page: https://www.johlfsfg.com/events/jfg-town-hall-5-final-lpl-transition 

HOW DO I VIEW MY ACCOUNTS ONLINE?

Training Session hosted by LPL's Tech Expert Ryan May III.  August 4th 5-6pm MT

Training Session hosted by LPL's Tech Expert Ryan May III.  August 5th 5-6pm MT

WHAT WILL CHANGE?

Statements

Your account statements will look different, and we can go over those together if you want so you understand what you’re looking at.

Account Access

You will have access to LPL’s Account View technology, which provides you with secure, 24-hour online access to your investments via computer, tablet, or smartphone. We will go over this technology together during a Virtual Zoom Meeting in August.

Paperless Preferences

If you are currently enrolled in paperless statements, you will need to make this election again after July. Our office can assist with this process. 

WHAT WILL REMAIN THE SAME

You’ll continue to receive the same financial guidance and communications from me and my team. As always, we’ll continue to assess your financial future based on any expected or unexpected changes in your circumstances or goals, as well as what’s happening in the markets and economy. Your best interests remain our top priority.

YOUR TEAM

YOUR TEAM

Craig Johlfs, President

Cameron Fraker, Vice President

Brittany Dean, Director

Sarah Wood, Executive Assistant

Diane Chan, Financial Advisor

Eileen Koenig, Financial Advisor

Gary Foy, Financial Advisor

Trevor Holen, Business Processing Coordinator

Lorraine Meredith, Advisor Assistant

Jessica Royce Kuroki, Advisor Assistant

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OUR OFFICES

OUR OFFICES


Greenwood Village, Colorado

Colorado Springs, Colorado

Los Alamos, New Mexico

Indian Wells, California


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OUR MISSION

OUR MISSION


We are focused on finding efficiencies in your financial plan and provide options to help you to gain a more streamlined and fluid strategy. We approach each situation with a genuine interest in helping while speaking a common language. No matter what service you need, we always aim to be be agnostic in our recommendations and not tied to a particular product or brand.


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ASK US A QUESTION

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