Gary Floyd Ollmann
Gestionnaire de Portefeuille-Actions chez Creative Planning LLC
Postes actifs de Gary Floyd Ollmann
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/12/2021 | - |
Historique de carrière de Gary Floyd Ollmann
Anciens postes connus de Gary Floyd Ollmann
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Directeur Général | 01/01/2003 | - |
| Directeur en chef des Investissements | 01/01/2003 | - | |
| Fondateur | 01/01/2003 | - | |
| Gestionnaire de Portefeuille-Actions | 01/01/2003 | - | |
| President | 01/01/2003 | - |
Formation de Gary Floyd Ollmann
| Illinois State University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
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 |
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