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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant20 years in industry

MICHAEL JON ABBATE

Advisor at DYNAMIC LIFESTYLE PLANNING GROUP

AURORA, CO

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Search this name across graphsid dfx:ria:45cb8a86-a923-2cb4-2d08-6f862a77c73e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 22, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DYNAMIC LIFESTYLE PLANNING GROUP
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 24, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 5
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Apr 24, 2006
First registration: May 22, 2006
Dual registered: no
IAPD individual key: 4091287

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DYNAMIC LIFESTYLE PLANNING GROUP	State registered	May 4, 2026	n/a	yes	AURORA, CO	Current employment
ATLAS LIFESTYLE PLANNING GROUP LLC	State registered	Jan 1, 2020	Jul 20, 2026	no	COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO	Previous registration
DYNAMIC WEALTH PARTNERS, LLC	n/a	Jan 6, 2016	Mar 7, 2024	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|Phoenix, AZ	Previous registration
SMC ADVISORY NETWORK, LLC	n/a	Jul 30, 2015	Mar 26, 2016	no	SUN LAKES, AZ	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	May 22, 2006	Aug 25, 2015	no	SCOTTSDALE, AZ\|PHOENIX, AZ\|PHOENIX, AZ\|Sun Lakes, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ATLAS LIFESTYLE PLANNING GROUP LLC	DYNAMIC LIFESTYLE PLANNING GROUP	Jul 20, 2026	May 4, 2026	-77	Firm change after gap	Other
DYNAMIC WEALTH PARTNERS, LLC	ATLAS LIFESTYLE PLANNING GROUP LLC	Mar 7, 2024	Jan 1, 2020	-1,527	Firm change after gap	Other
SMC ADVISORY NETWORK, LLC	DYNAMIC WEALTH PARTNERS, LLC	Mar 26, 2016	Jan 6, 2016	-80	Firm change after gap	Other
PRINCIPAL SECURITIES, INC.	SMC ADVISORY NETWORK, LLC	Aug 25, 2015	Jul 30, 2015	-26	Firm change	Other

Relationships

Registered with (5)

→ DYNAMIC LIFESTYLE PLANNING GROUPRegistered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ ATLAS LIFESTYLE PLANNING GROUP LLCRegistered adviserregistration: previous registration
Jan 1, 2020 to Jul 20, 2026factForm ADV
→ DYNAMIC WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 6, 2016 to Mar 7, 2024factForm ADV
→ SMC ADVISORY NETWORK, LLCRegistered adviserregistration: previous registration
Jul 30, 2015 to Mar 26, 2016factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
May 22, 2006 to Aug 25, 2015factForm ADV

Dated events

Occurred
Jul 20, 2026
Advisor changed firm
Michael Jon Abbate left Atlas Lifestyle Planning Group Llc for Dynamic Lifestyle Planning Group (registered 2026-05-04)
Form ADVobserved 5 days ago
Occurred
Mar 7, 2024
Advisor changed firm
Michael Jon Abbate left Dynamic Wealth Partners, Llc for Atlas Lifestyle Planning Group Llc (registered 2020-01-01)
Form ADVobserved 5 days ago