Craig
Johlfs

Waddell & Reed

CRD#5267609
Investment Advisor
in Denver, CO
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About this Advisor

Craig Johlfs is a certified financial planner working out of Denver, Colorado, who has been in the financial industry for 12 years. Johlfs is on the advisory team at Waddell & Reed. Johlfs has gained experience at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Johlfs, Inc, 1699 S Trenton St, #40, Denver, Co 80231, LLC, Denver Children'S Advocacy Center, Alpine Partners LLC, Johlfs Holdings LLC and Climb Financial Group (Dba). Johlfs maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, California, Colorado, Idaho, Montana, Nebraska, Ohio, Utah, Virginia, Washington, Wyoming, Florida, Illinois, Indiana, Iowa, Kansas, Maryland, Michigan, Minnesota, Mississippi, Missouri, Texas, New Mexico, North Carolina and Pennsylvania. Waddell & Reed is a business that has its headquarters in Denver, Colorado. It has offices in 357 locations and a total of 2,000 employees. It administers $22 billion in assets across its 153,672 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 74 charities and foundations. Of its 153,672 customer accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. Waddell & Reed has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which services are provided. However, fees billed by Waddell & Reed can include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

55 Madison St Suite 500
Denver, CO 80206

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

CO Average: $2,243,162,756
Total Number of Employees

1,700

CO Average: 44
Total Number of Accounts

169,956

CO Average: 4,091
Average Account Size

$124,780

CO Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Craig Johlfs Work History

Craig has 12 years of experience.

2017 - Present (2 years)

Climb Financial Group (Dba)

2015 - Present (4 years)

Johlfs Holdings LLC

2014 - Present (5 years)

Denver Children'S Advocacy Center

2007 - Present (12 years)

Various Insurance Carriers For W&R Insurance Agencies

2006 - Present (13 years)

Waddell & Reed, Inc

2015 - 2015 (< 1 year)

Alpine Partners LLC

2012 - 2016 (4 years)

1699 S Trenton St, #40, Denver, Co 80231, LLC

2011 - 2017 (6 years)

Johlfs, Inc

Disclosures

Craig Johlfs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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