Gary Floyd Ollmann
Portfolio Manager-Aktien bei Creative Planning LLC
Aktive Positionen von Gary Floyd Ollmann
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Aktien | 01.12.2021 | - |
Karriereverlauf von Gary Floyd Ollmann
Ehemalige bekannte Positionen von Gary Floyd Ollmann
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Heritage Way Advisors LLC
 Heritage Way Advisors LLC Investment ManagersFinance Heritage Way Advisors LLC (HWA) is a wealth management firm headquartered in Rockford, Illinois. It was founded by Gary Ollmann and Joan Ollmann in 2003. In 2022, the firm was acquired by Creative Planning LLC from Gary F Ollman Revocable Trust. HWA provides investment management services to individuals, high net-worth individuals, trusts and estates, businesses, foundations, and charitable organizations. | Vorstandsvorsitzender | 01.01.2003 | - |
| Chief Investment Officer | 01.01.2003 | - | |
| Gründer | 01.01.2003 | - | |
| Portfolio Manager-Aktien | 01.01.2003 | - | |
| Präsident | 01.01.2003 | - |
Ausbildung von Gary Floyd Ollmann
| Illinois State University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Heritage Way Advisors LLC
Heritage Way Advisors LLC Investment ManagersFinance Heritage Way Advisors LLC (HWA) is a wealth management firm headquartered in Rockford, Illinois. It was founded by Gary Ollmann and Joan Ollmann in 2003. In 2022, the firm was acquired by Creative Planning LLC from Gary F Ollman Revocable Trust. HWA provides investment management services to individuals, high net-worth individuals, trusts and estates, businesses, foundations, and charitable organizations. | Finance |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
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