Best Investors Account Sign in
Inactive

Michael Gardner Ollmann

Creative Planning

Rockford, IL

Overland Park, KS

Claim This Profile
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

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor