Waddell & Reed
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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
Years of Experience
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Waddell & Reed Brokerage Details
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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.
Climb Financial Group (Dba)
Johlfs Holdings LLC
Denver Children'S Advocacy Center
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Alpine Partners LLC
1699 S Trenton St, #40, Denver, Co 80231, LLC
Craig Johlfs has no disclosures.
Please visit their SEC profile for more details.