Michael Oliver McAtamney
Investment Adviser Representative at Creative Planning Institutional Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Oliver Mcatamney is an investment adviser representative with Creative Planning Institutional Advisors, LLC in Peoria, AZ, where they have been registered since 2026. They have worked in the securities industry since 1991 and have been registered with 7 firms, including Missionsquare Investment Services and Empower Financial Services, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lincoln Financial Advisors CorporationMar 2016 – Aug 2019Scottsdale, AZ
- Prudential Insurance Company OF AmericaAug 2019 – Apr 2022Scottsdale, AZ
- Prudential Investment Management Services LLCAug 2019 – Apr 2022Scottsdale, AZ
- GWFS Equities, Inc.Apr 2022 – Jan 2023Greenwood Village, CO
- MissionSquare Investment ServicesJan 2023 – Oct 2025Washington, DC
- MissionSquare RetirementJan 2023 – Oct 2025Washington, DC
- Creative Planning, LLCJan 2026 – Jan 2026Overland Park, KS
- Creative Planning Institutional Advisors, LLCJan 2026 – no end date reportedNewport Beach, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Creative Planning Institutional Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 98
- Offices listed on AdvisorFinder:
- 32
- Main office:
- Newport Beach, CA
- SEC file number:
- 801-64265
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 25, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Oliver McAtamney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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