Craig Johlfs is a CFP-designated registered investment advisor at LPL Financial LLC, based in Greenwood Village, CO, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5299 Dtc Blvd, Ste 1170, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Craig is involved in several business activities, including Johlfs Holdings, LLC (for tax/investment purposes), Johlfs Financial Group and Johlfs Wealth Management (DBAs for his LPL business), and real estate rental. These activities require minimal time, with the exception of Johlfs Holdings, LLC which takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations36 states
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