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Denver Business Journal

2023 Colorado Based Investment Managers

This annual award ranks local Investment Mangers ranked by assets under management*. Proudly headquartered in the great state of Colorado, we are thrilled to be recognized for our ongoing expansion and strategic growth in this market.  

Ranking # 17

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2022 Colorado Based Investment Managers

This annual award ranks local Investment Mangers ranked by assets under management*. Proudly headquartered in the great state of Colorado, we are thrilled to be recognized for our ongoing expansion and strategic growth in this market. 

Ranking # 21

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2022 Fast 50 List Maker

DBJ's Annual Fast 50 List recognizes privately held companies based on revenue from 2019-2021. Craig Johlfs proudly accepts this local award and looks forward to celebrating with his team at the Ceremony in October. *

Ranking: X-Small

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2018 40 Under 40 Award Winner

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.

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2023 LPL Summit Conference Qualifier

2023 LPL Summit Conference Qualifier


Craig Johlfs, CFP® received Executive Council status in 2022 had received an invite to the 2023 Summit Conference in beautiful Barcelona, Spain. This premier event is open to less than two percent of the most prestigious advisors and offers well-earned opportunities to engage with high-achieving peers and LPL leaders to share experiences, exchange problem-solving advice, and deliberate top-of-mind industry concerns.

2019 Wealth Management Thrive Award Winner

2019 Wealth Management 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.

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

St. Francis Center

Tennyson Center For Children

Associations


**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

Finalists in DBJ's Fast 50 were nominated and had to submit three full years of revenue for audit while meeting the following criteria:

The company must be privately held, locally owned and for-profit.

It must be headquartered in the seven-county Denver-metro region (Adams, Arapahoe, Boulder, Broomfield, Denver, Douglas or Jefferson counties).

It must have a three-year sales history (fiscal years 2019, 2020 and 2021) with revenue gains from 2019 to 2021.

It must have an average of at least $1 million in sales for the three most recent years, with no year less than $200,000.

Financial data was audited by DBJ's Fast 50 accounting partner and presenting sponsor, RSM, and qualifying companies were ranked by percentage growth within size categories determined to ensure maximum competition:

Extra-small: Companies with $1 million to $5.9 million in annual revenue

Small: Companies with $6 million to $13.9 million in annual revenue

Medium: Companies with $14 million to $30.9 million in annual revenue

Large: Companies with $31 million to $89 million in annual revenue

Extra-large: Companies with more than $90 million in annual revenue

*Information on The List was supplied by individual companies through questionnaires and could not be independently verified by Denver Business Journal. Only companies that replied to our inquiries were included in this List.