Michael J. Abbate

ATLAS LIFESTYLE PLANNING GROUP LLC

WESTMINSTER, CO 80031

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CRD#: 4091287

Professional summary

Michael Jon Abbate, CFP® is a registered financial advisor currently at ATLAS LIFESTYLE PLANNING GROUP LLC located in Westminster, Colorado.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ATLAS Risk Management Group; Phoenix AZ, Investment related; Insurance agent; start 04/2018; 10 hr/mo; 2.5/during securities hours. Caduceus Financial Services LLC; Phoenix AZ, Investment related; Insurance agent; start 04/2018; 10 hr/mo; 2.5/during securities hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jon Abbate's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

January 1, 2020 - Present

ATLAS LIFESTYLE PLANNING GROUP LLC

Office #1: 9191 Sheridan Blvd Suite 300, Westminster, CO 80031

RIA

CRD#: 305278

WESTMINSTER, CO

Past

January 6, 2016 - March 7, 2024

DYNAMIC WEALTH PARTNERS, LLC

RIA

CRD#: 282075

SCOTTSDALE, AZ

Past

July 30, 2015 - March 26, 2016

SMC ADVISORY NETWORK, LLC

RIA

CRD#: 165389

SUN LAKES, AZ

Past

May 22, 2006 - August 25, 2015

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Sun Lakes, AZ

Past

April 11, 2006 - August 25, 2015

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Sun Lakes, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(1/1/2020)

IAR

California
(8/31/2022)

IAR

Colorado
(2/11/2020)

IAR

Illinois
(1/2/2020)

IAR

Iowa
(1/21/2020)

IAR

Ohio
(11/8/2024)

IAR

Texas
(9/8/2020)

IAR

Wyoming
(1/6/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/24/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/25/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/10/2006

General Securities Representative Examination

Current Firm

ATLAS LIFESTYLE PLANNING GROUP LLC

CRD#: 305278 / SEC#:

Arizona

Registered Investment Advisory firm - (1/1/2020 Approved)

California

Registered Investment Advisory firm - (8/31/2022 Approved)

Colorado

Registered Investment Advisory firm - (2/11/2020 Approved)

Illinois

Registered Investment Advisory firm - (1/2/2020 Approved)

Iowa

Registered Investment Advisory firm - (1/21/2020 Approved)

Ohio

Registered Investment Advisory firm - (11/8/2024 Approved)

Texas

Registered Investment Advisory firm - (2/16/2021 Approved)

Wyoming

Registered Investment Advisory firm - (12/18/2020 Approved)

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Contact information

Main Address

9191 Sheridan Blvd Suite 300, Westminster, CO 80031

Mailing Address

Phone number

(480) 885-8988

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 334,706

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michael J. Abbate

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jon Abbate's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLAS LIFESTYLE PLANNING GROUP LLC

DYNAMIC WEALTH PARTNERS, LLC

SMC ADVISORY NETWORK, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/24/2006

SIE

Date: 8/25/2015

Series 7

Date: 4/10/2006

Current Firm

ATLAS LIFESTYLE PLANNING GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ATLAS LIFESTYLE PLANNING GROUP LLC

TRUST BUT VERIFY

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