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®
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