Gary Floyd Ollmann

Gestionnaire de Portefeuille-Actions chez Creative Planning LLC

Profil

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.

Postes actifs de Gary Floyd Ollmann

Sociétés	Poste	Début
Creative Planning LLC	Gestionnaire de Portefeuille-Actions	01/12/2021

Anciens postes connus de Gary Floyd Ollmann

Sociétés	Poste	Fin
Heritage Way Advisors LLC	Directeur Général	-

Formation de Gary Floyd Ollmann

Illinois State University	Undergraduate Degree
The University of Chicago Booth School of Business	Masters Business Admin