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Michael Gardner Ollmann

Creative Planning

Rockford, IL

Overland Park, KS

CRD 6683209

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Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
IL RA APPROVED 2021-12-06
  • TX RA
    APPROVED
    Since 2023-08-29
  • IL RA
    APPROVED
    Since 2021-12-06

Branch Locations

6845 Weaver Road Suite 200, Rockford, IL 61114-8051 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Way Advisors, Llc Rockford IL 07/2016 11/2016
Heritage Way Advisors, Llc Rockford IL 11/2016 01/2017
Heritage Way Advisors, Llc Rockford IL 01/2017 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 07/2016 → 11/2016
    Heritage Way Advisors, Llc
    Rockford, IL
  • 11/2016 → 01/2017
    Heritage Way Advisors, Llc
    Rockford, IL
  • 01/2017 → 12/2021
    Heritage Way Advisors, Llc
    Rockford, IL
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2016-11-17 → 2021-12-03
    Heritage Way Advisors, L.L.C.
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-17
  • S65 Uniform Investment Adviser Law Examination
    2016-11-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL

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