Gary Floyd Ollmann
Gestor de Cartera-Acciones en Creative Planning LLC .
Cargos activos de Gary Floyd Ollmann
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
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. | Gestor de Cartera-Acciones | 01/12/2021 | - |
Historial de carrera de Gary Floyd Ollmann
Antiguos cargos conocidos de Gary Floyd Ollmann.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
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. | Director Ejecutivo | 01/01/2003 | - |
| Director de Inversiones | 01/01/2003 | - | |
| Fundador | 01/01/2003 | - | |
| Gestor de Cartera-Acciones | 01/01/2003 | - | |
| Presidente | 01/01/2003 | - |
Formación de Gary Floyd Ollmann.
| Illinois State University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 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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