Home > Mike Ollmann, CFP®

Mike Ollmann, CFP®

Wealth Manager, Partner

Mike serves as a Private Wealth Manager and partner in Creative Planning. Mike 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.
Mike brings to his clients more than 5 years of experience in the wealth management industry. Prior to joining Creative Planning, Mike worked for an independent investment advisory firm as a Portfolio Manager where he was responsible for having robust knowledge of his clients’ circumstances and providing them with comprehensive wealth management.

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

Mike and his wife Liz have one child – Owen. In his spare time, Mike enjoys running, biking, barbecuing, traveling, and spending time with friends and family.

Articles by Mike Ollmann, CFP®

*See all Creative Planning disclosures and sources.


Prefer to discuss over the phone?