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Awards and Associations

DENVER BUSINESS JOURNAL'S "40 UNDER 40" AWARD WINNER - 2018

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. Click Here to view the full article: http://bizj.us/1pji6i



ADVISOR MEDALIST - PLATINUM - 2017

The Advisor Medalist recognition awards are presented annually to 250 advisors and are based on an analysis of investment, insurance and financial planning sales generated by the advisor.

“The Advisor Medalist honor reflects the advisor’s steadfast dedication to their clients, their community and the Waddell & Reed family,” said Shawn Mihal, president of Waddell & Reed, Inc.

Among the Advisor Medalist program’s many important advantages, members are able to tap into enhanced business-development resources for better serving their clients. These benefits range from a series of professional development opportunities to expedited business processes.

TOP ADVISORS' FORUM - 2017

Top Advisors’ Forum attendees are selected based on their sales performance across a variety of product types. In addition to gaining valuable information about investment process, products and services, advisors also learn from and exchange ideas with fellow top advisors.

“This group of individuals has excelled not only in serving their clients’ investment needs and building trust with them, but also in serving their communities,” said Thomas W. Butch, former chairman and president of Waddell & Reed, Inc.

CHAIRMAN'S CABINET - 2016, 2017, 2018

Craig has been named to the firm’s 2018 Chairman’s Cabinet, one of the highest honors for its financial advisors. Presented annually, the recognition is bestowed to the firm’s most productive financial advisors based on an analysis of sales activity generated by the advisor. This was the first year that Craig Johlfs has earned this honor.



CIRCLE OF CHAMPIONS - 2016, 2017, 2018

The Circle of Champions meeting is an opportunity to gain insight to company initiatives, garner education about practice management and industry trends, and most importantly, partake in opportunities to network with other successful advisors.



CREST - 2016, 2017, 2018

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 the firm based on an analysis of investment, insurance and financial planning sales. This year, 127 financial advisors out of Waddell & Reed’s national network of nearly 1,260 advisors have qualified for the Crest Award.





The awards are presented annually by the firm and are based on an analysis of investments, insurance and financial planning sales generated by the advisor.

For more information regarding the awards and dates received, please contact the advisor.


ASSOCIATIONS


MDRT - 2018

MDRT is an independent membership association of insurance and financial services professionals. Membership is based on annual sales production requirements and other factors. Craig qualified for the MDRT in 2017. For more information regarding membership requirements, please visit www.mdrt.org




FINANCIAL PLANNING ASSOCIATION OF COLORADO - 2018

Craig Johlfs has joined the FPA of Colorado, which promotes universal acceptance of the value and necessity of the financial planning process. The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA® helps connect our members through a variety of unique and compelling ways.

FPA® members strive to adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA® membership consists of CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services professionals, students and more. FPA® is compensation neutral and represents those from diverse backgrounds and business models. FPA’s unique network of nationwide chapters encourage professional development and networking on a local level.



Waddell & Reed is not affiliated with the Denver Business Journal, MDRT, the Financial Planning Association® (FPA®) of Colorado or any other entities referenced herein.

01/19