Broker Check
Craig Johlfs, CFP®, AAMS®, AWMA®, CMFC®

Craig Johlfs, CFP®, AAMS®, AWMA®, CMFC®

President

I started my practice from scratch at the start of 2007.  I identified with Waddell & Reed’s client-centric approach to financial planning.  From those humble beginnings to now, there have been a lot of changes in the market, the finance industry, and our practice.  What hasn’t changed is our dedication to our clients, their financial plans, and their money – a stewardship that we take very seriously.  I’m humbled to work with such great clients and colleagues every day.  At the moment, I’m having a lot of fun toggling between being a CFP® practitioner, a business owner, and an investor.  When I’m not engaged in business, I enjoy spending time with my family, travelling, and pursuing lifelong hobbies.

Fun fact: I lived abroad in Tokyo, Seoul and Costa Rica.

 

05/19