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Mike Ollmann
Gestionnaire de Portefeuille-Actions chez
Creative Planning LLC
Profil
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.
Postes actifs de Mike Ollmann
| Sociétés | Poste | Début |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Gestionnaire de Portefeuille-Actions | 01/12/2021 |
Anciens postes connus de Mike Ollmann
| Sociétés | Poste | Fin |
|---|---|---|
Heritage Way Advisors LLC
 Heritage Way Advisors LLC Investment ManagersFinance HWA seeks to diversify a client’s investment portfolio across various asset classes consistent with a client’s financial goals. The firm concentrates its investment research efforts on the fundamental analysis of publicly traded securities to review current and potential investments for client accounts. HWA implements its strategy using individual securities such as bonds and common stocks and/or exchange-traded index fund. In most circumstances, the firm employs a long-term investment strategy. | Analyst-Equity | - |
Formation de Mike Ollmann
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
3
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
Heritage Way Advisors LLC
Heritage Way Advisors LLC Investment ManagersFinance HWA seeks to diversify a client’s investment portfolio across various asset classes consistent with a client’s financial goals. The firm concentrates its investment research efforts on the fundamental analysis of publicly traded securities to review current and potential investments for client accounts. HWA implements its strategy using individual securities such as bonds and common stocks and/or exchange-traded index fund. In most circumstances, the firm employs a long-term investment strategy. | Finance |
