Michael Oliver Mcatamney
Investment adviser representative at Creative Planning Institutional Advisors, LLC
10 yearsExperience
1 stateRegistered in
$37.5BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Creative Planning Institutional Advisors, LLCJan 2026 to now
- Creative Planning, LLCJan 2026 to Jan 2026
- Missionsquare Investment ServicesJan 2023 to Oct 2025
- Missionsquare RetirementJan 2023 to Oct 2025
- Gwfs Equities, Inc.Apr 2022 to Jan 2023
- Prudential Insurance Company of AmericaAug 2019 to Apr 2022
- Prudential Investment Management Services LLCAug 2019 to Apr 2022
- Lincoln Financial Advisors CorporationMar 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Creative Planning Institutional Advisors, LLC
$37.5BAssets managed
915Clients
95Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1985035
- Firm CRD
- 126777