Michael Abbate, financial advisor Scottsdale AZ

Michael Abbate

CRD Number: 4091287
Current Firm: Atlas Lifestyle Planning Group LLC

Michael Abbate (CRD# 4091287) is an Investment Advisor Representative working at Atlas Lifestyle Planning Group LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry. Michael Abbate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Atlas Lifestyle Planning Group LLC Phoenix, AZ Nov 2019 - Current 4
Atlas Risk Management Group Phoenix, AZ Apr 2018 - Current 6
Caduceus Financial Services, LLC Phoenix, AZ Mar 2010 - Current 14
Dynamic Wealth Partners, LLC Phoenix, AZ Jan 2016 - Mar 2024 8
Smc Advisory Network, LLC Sun Lakes, AZ Jul 2015 - Mar 2016 < 1
Princor Financial Services Corporation Phoenix, AZ May 2006 - Aug 2015 9
Princor Financial Services Corporation Phoenix, AZ Apr 2006 - Aug 2015 9
Principal Life Insurance Company Phoenix, AZ Mar 2006 - Jul 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Michael J. Abbate
Phone Number: 480-591-8100
Registered State(s):
  • AZ
  • CA
  • CO
  • IL
  • IA
  • TX
  • WY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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