Mike Ollmann
Portefeuillebeheerder-Aandelen bij Creative Planning LLC
Profiel
Mr. Michael G.
Ollmann is a Wealth Manager & Partner at Creative Planning LLC.
He works directly with his clients to develop, implement, and maintain customized financial plans addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
He brings to his clients more than 5 years of experience in the wealth management industry.
Prior to joining Creative Planning, Mr. Ollmann worked for an independent investment advisory firm as a Portfolio Manager where he was responsible for having knowledge of his clients’ circumstances and providing them with comprehensive wealth management.
He earned a Bachelor of Science degree in Finance from the University of Illinois Urbana-Champaign.
Actieve functies van Mike Ollmann
| Bedrijven | Functie | Begin |
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Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portefeuillebeheerder-Aandelen | 01-12-2021 |
Eerdere bekende functies van Mike Ollmann
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Heritage Way Advisors LLC
 Heritage Way Advisors LLC Investment ManagersFinance Heritage Way Advisors LLC (HWA) is a wealth management firm headquartered in Rockford, Illinois. It was founded by Gary Ollmann and Joan Ollmann in 2003. In 2022, the firm was acquired by Creative Planning LLC from Gary F Ollman Revocable Trust. HWA provides investment management services to individuals, high net-worth individuals, trusts and estates, businesses, foundations, and charitable organizations. | Analyst-Equity | - |
Opleiding van Mike Ollmann
| University of Illinois | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
Heritage Way Advisors LLC
Heritage Way Advisors LLC Investment ManagersFinance Heritage Way Advisors LLC (HWA) is a wealth management firm headquartered in Rockford, Illinois. It was founded by Gary Ollmann and Joan Ollmann in 2003. In 2022, the firm was acquired by Creative Planning LLC from Gary F Ollman Revocable Trust. HWA provides investment management services to individuals, high net-worth individuals, trusts and estates, businesses, foundations, and charitable organizations. | Finance |
