Press Release - Forbes Best-In-State Wealth Advisors

Press Release - Forbes Best-In-State Wealth Advisors

April 04, 2024

FOR IMMEDIATE RELEASE

Denver, Colorado — April 4, 2024 – Craig Johlfs, CFP®, an independent LPL Financial Advisor in Denver, Colorado has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Johlfs, President of Johlfs Wealth Management was recognized as the 19th advisor in the Denver Metro Area.

The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.

"We are thrilled to extend our heartfelt congratulations to Craig for the well-deserved recognition from Forbes, on behalf of the entire team at LPL," exclaimed Julian Lopez, LPL's Executive Vice President of Independent Advisor Services Relationship Management. "This award showcases his dedicated efforts in guiding his clients towards financial success, especially during times of economic uncertainty and global challenges. LPL remains steadfast in our commitment to supporting ambitious advisors like Craig, equipping them with cutting-edge investment solutions, advanced technology platforms, and extensive resources to provide unparalleled service and experiences for their clients."

Craig has 17 years of experience in the financial services industry and a full range of financial services for individuals, families, and business owners; including retirement and financial planning, individual money management, individual stocks and bonds, alternative investments, mutual funds, annuities and more.

 

About Johlfs Wealth Management

  • Our mission is to Facilitate Financial Freedom for clients.
  • We do this by providing Planning, Portfolios, and Protection.
  • Our value proposition is: Comprehensive financial planning by CFP® professionals, investment advice by a CFA Charter holder, and delivered in a white-glove Client Service Model.
  • Our core beliefs are Honesty, Humility, and Humanity.
  • Our core values are Authenticity, Aptitude, and Action.
  • Hire us for our Time, Talent, and Temperament.

 

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.  

 View the full list here: https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=622d30ed6ab9

 Tracking # 558982

Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. 

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial. 

 LPL Financial, Forbes, SHOOK Research and Johlfs Wealth Management are all separate entities. 

This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Best-in-State Wealth Advisors list.