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Mike Ollmann, CFP®

Wealth Manager, Partner

Mike serves as a Private Wealth Manager and Partner at Creative Planning, 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.
With nearly a decade of experience in the financial services industry, Mike has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Mike worked as a portfolio manager for an independent investment advisory firm.

Mike earned a Bachelor of Science degree in finance from the University of Illinois Urbana-Champaign. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Mike and his wife, Liz, have two children: Owen and Olivia. In his spare time, Mike enjoys running, biking, barbecuing, traveling and spending time with friends and family.

Articles by Mike Ollmann, CFP®

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