Gary Ollmann, financial advisor Rockford IL
90 score

Gary Ollmann

CRD Number: 4621372
Current Firm: Heritage Way Advisors, LLC

Gary Ollmann (CRD# 4621372) is an Investment Advisor Representative working at Heritage Way Advisors, LLC in Rockford, IL and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Heritage Way Advisors, LLC Rockford, IL Feb 2003 - Current 13

Gary Ollmann has no recent exams reported.
Contact Info for Gary F. Ollmann
Phone Number: 815-397-0900
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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