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Mike Ollmann

Wealth Manager, Partner

Mike serves as a Private Wealth Manager and partner at 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.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021