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Detailed Report
MICHAEL GARDNER OLLMANN
CRD#: 6683209
IA
Investment Adviser
CREATIVE PLANNINGCRD#: 105348 6845 Weaver Road
Suite 200
Rockford, IL 61114-8051
Registration History
20162017201820192020202120222023202420252026IACREATIVE PLANNING (CRD# 105348)2021 - Present (3 years)IAHERITAGE WAY ADVISORS, L.L.C. (CRD# 124816)2016 - 2021 (5 years)
License(s)

State Registrations

IA
Illinois 12/6/2021
IA
Texas 8/29/2023
Current Registration(s)
IA
CREATIVE PLANNING (CRD#:105348)
6845 Weaver Road Suite 200, Rockford, IL 61114-8051
Registered with this firm since 12/6/2021
Previous Registration(s)
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 11/17/2016 - 12/03/2021 HERITAGE WAY ADVISORS, L.L.C. (CRD#:124816) ROCKFORD, IL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.