Gary Floyd Ollmann
Portfolio Manager-Equities at Creative Planning LLC
Profile
Mr. Gary F.
Ollmann, CFA MBA, is a Wealth Manager & Partner at Creative Planning LLC.
He serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
He serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Prior to joining Creative Planning, he was the founder of an independent registered investment advisory firm that he managed and grew for nearly 20 years.
He earned a Bachelor of Science degree in Finance with High Honors from Illinois State University, and he earned a Master of Business Administration degree with Highest Honors from the University of Chicago.
He also graduated with Honors from the National Graduate Trust School.
He also is a Chartered Financial Analyst as designated by the CFA Institute and is a member of the CFA Society of Chicago.
Gary Floyd Ollmann active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 2021-11-30 |
Former positions of Gary Floyd Ollmann
| Companies | Position | End |
|---|---|---|
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. | Chief Executive Officer | - |
Training of Gary Floyd Ollmann
| Illinois State University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
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