Broker Check

Welcome to Climb Financial Group

Located in the Denver Tech Center
4582 S. Ulster Street Suite 103
Denver, CO 80237

Phone: 303-626-2446
Fax: 303-770-6104

 [email protected]


US Markets Closed 

Our office will be closed on April 19th, in observation of Good Friday.

We wish everyone a safe and happy holiday this weekend. 

Our Mission

Adding value, every step of the way. As Financial Advisors with Waddell & Reed, we constantly look to identify ways to improve and optimize your financial and investment planning situation. We emphasize strategy over product and truly believe in the financial / investment planning process. Each and every one of us has a genuine interest in your unique situation. We approach situations holistically and provide individualized recommendations in a product-agnostic environment.

Our intentions are clear and concise:

  • Deliver a genuine interest in helping you pursue your financial goals
  • Take a holistic approach to various situations
  • Use individualized recommendations in a product-agnostic environment


Learn about our Financial Planning Process

Meet the Climb Financial Group Team

We believe a high performance team is the most valuable asset to the client and it has many advantages. Effective collaboration to help clients pursue their goals, multi-faceted skill sets, and providing consistent and effective communication from our team to you. 

Click Here to meet each member of the team

CONGRATULATIONS CRAIG!

WADDELL & REED ANNOUNCES 2019 PRESIDENT'S COUNCIL

This 12-person committee is reflective of Waddell & Reed’s varied advisor force hailing from locations across the country; representing a wonderful cross-section of experience, practice model and client demographics. 

"I am honored to represent on this council and advocate for all of the other Financial Advisors at Waddell & Reed. I have a positive outlook for 2019 and an excited to share my ideas with the firm. I am proud of what I have accomplished during my career at Waddell & Reed and the relationships I have built with my associates as well as my clients. I do want to thank our clients which are our most valuable assets". -- Craig Johlfs


The President's Council award is presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor.

Awards and Associations

CLAYS FOR KIDS

Clays for Kids, a sporting clays tournament, will be hosted at the beautiful Colorado Clays Shooting Park. In honor of National Child Abuse Prevention Month in April, this event is designed to bring sporting enthusiasts together to spread awareness about our mission to serve child victims of abuse, neglect, and violence.

This year, we are hosting Clays for Kids three days after April to avoid the risk of snowstorms and take advantage of the warmer weather! It will include a 15-station clayshooting tournament and a fully catered BBQ lunch.

HOW TO SIGN UP

Do you know your 2019 Retirement Plan Contribution Limits?

IRS Contribution Limits have been increased for 2019. Click the link below to download our NEW Retirement Plan Contribution Limits Chart. 

 

CLICK HERE FOR THE 2018-2019 CHART


*Source: Internal Revenue Service. Notice 2018-83. The information does not constitute tax or legal advice. Contact your tax or legal advisor for more information about your particular situation.

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Community Involvement

Denver Children’s Advocacy Center was founded in 1995 after over 300 professionals in Denver came together to report that child victims of sexual abuse and domestic violence were “falling through the cracks” in a system that was supposed to save them.

Learn more about DCAC

Congratulations to Craig Johlfs, Winner of Denver Business Journal's 40 Under 40 Award!

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. 

View the full article

Circle of Champions 


June 2018 | San Diego, CA


"This year's Circle of Champions meeting was an incredible experience. I am proud to be associated with a company that is supportive of its advisors. During my time in San Diego, I was surrounded by industry experts and knowledgeable home office staff. The majority of our time was spent learning about the latest technology and ways to improve my practice".     - Craig Johlfs


Awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor.

See all awards and associations

Crest 

July 2018 | Montage Deer Valley | Park City, UT

This past July, I had the pleasure of visiting the beautiful Park City, Utah with some of my fellow advisors.  The Waddell & Reed Crest Award, is among the highest honors for financial advisors affiliated with the company. Symbolizing performance excellence, the award is bestowed to the most productive financial advisors affiliated with Waddell & Reed based on an analysis of investment, insurance and financial planning sales.

See all awards and associations

REMEMBER, MARKET VOLATILITY HAPPENS

Interest rates. Trade Talks. Inflation Fears. Political Events. International Developments. During the past year, every one of these events have influenced stock prices. So when you hear that the financial markets are reacting to the news once again, it should come as no surprise.

Learn more

Become a Client

Taking the first step is sometimes the hardest. You will find our team of professionals will make your transition easy. Starting with an honest and straight-forward conversation with your licensed advisor, leading to a streamlined on-boarding process, followed up by a long-lasting relationship. 

Let's chat, its that easy!

Meet Our Firm: Waddell & Reed

Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years. Waddell and Reed's mission today is based on our founders’ philosophy that those who participate consistently in the equity markets through a personalized financial plan can work toward life goals and weather a variety of market changes.

Learn more!

Walk in Our Shoes

Planning your financial future is a journey you don’t have to walk alone.
Learn More

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
Learn More

Our mission: Adding value, every step of the way. We would love to meet with you and discuss your financial goals and strategies to pursue them. Contact my team today: 

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Waddell & Reed is not affiliated with and does not endorse any other entities referenced herein.