Gary Floyd Ollmann

Mr. Gary F.
Ollmann, CFA MBA, is a Wealth Manager & Partner at Creative Planning LLC.
He serves as a Private Wealth Manager, 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.
He serves as a Private Wealth Manager, 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.
Prior to joining Creative Planning, he was the founder of an independent registered investment advisory firm that he managed and grew for nearly 20 years.
He earned a Bachelor of Science degree in Finance with High Honors from Illinois State University, and he earned a Master of Business Administration degree with Highest Honors from the University of Chicago.
He also graduated with Honors from the National Graduate Trust School.
He also is a Chartered Financial Analyst as designated by the CFA Institute and is a member of the CFA Society of Chicago.