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Michael Ollmann
Investment Management Consultant
Senior Vice President, Investments
Mike is a seasoned financial professional highly experienced in helping clients have a solid plan in place for pursuing their goals and objectives. He has specialized knowledge in comprehensive investment planning with a focus on life cycle changes.
“I strive to protect my clients from the unexpected and provide sound financial direction. I truly care about them and their financial well-being,” said Mike.
Mike grew up with family and friends in the investment services field and knew from an early age that he wanted to make this his life’s calling.
“I enjoy meeting with clients and listening to them share stories about their families, travel, careers and plans for the future,” said Mike.
Before joining Raymond James in November 2015, Mike held the position of Senior Vice President, Investments at Wells Fargo Advisors. He began his career in 1994 as a financial consultant with Kemper Securities, a predecessor firm of Wells Fargo Advisors. He earned a bachelor’s degree in economics from the University of Wisconsin– Milwaukee.
Originally from New Berlin, Wisconsin, Mike lives in Pewaukee, Wisconsin, with his wife, Lisa. They have a son Michael. In his free time, Mike enjoys golf, mountain biking, and is an automotive enthusiast.
“I strive to protect my clients from the unexpected and provide sound financial direction. I truly care about them and their financial well-being,” said Mike.
Mike grew up with family and friends in the investment services field and knew from an early age that he wanted to make this his life’s calling.
“I enjoy meeting with clients and listening to them share stories about their families, travel, careers and plans for the future,” said Mike.
Before joining Raymond James in November 2015, Mike held the position of Senior Vice President, Investments at Wells Fargo Advisors. He began his career in 1994 as a financial consultant with Kemper Securities, a predecessor firm of Wells Fargo Advisors. He earned a bachelor’s degree in economics from the University of Wisconsin– Milwaukee.
Originally from New Berlin, Wisconsin, Mike lives in Pewaukee, Wisconsin, with his wife, Lisa. They have a son Michael. In his free time, Mike enjoys golf, mountain biking, and is an automotive enthusiast.