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Michael John Malone

Creative Planning Institutional Advisors, LLC

Pheonix, AZ

Newport Beach, CA

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Current Employers
Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-12-22
  • AZ RA
    APPROVED
    Since 2023-12-22

Branch Locations

2355 East Camelback Road Suite 500, Pheonix, AZ 85016 • United States

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mjm Financial, Llc Phoenix AZ 01/2005 06/2021
Creative Planning Institutional Advisors, Llc Newport Beach CA 07/2021 Present
Previous Registrations
  • 2006-01-01 → 2006-12-31
    Mjm401K, Llc
    Phoenix, AZ
  • 2004-07-22 → 2004-12-31
    Miller/Russell & Associates, Inc.
    Phoenix, AZ
  • 2003-12-09 → 2004-08-06
    Miller/Russell & Associates Inc
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-23
  • S65 Uniform Investment Adviser Law Examination
    2023-10-23
Other Names
  • Michael J Malone

View on SEC IAPD

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Other Offices

STEEL CANYON CAPITAL, LLC · PHOENIX, AZ
ARMATURE FUND MANAGEMENT LLC · PHOENIX, AZ
ENDEAVOR ADVISORS LLC · PHOENIX, AZ
MONTEBELLO AVENUE · PHOENIX, AZ
MOLINAR & CO FINANCIAL ADVOCATES · PHOENIX, AZ
COMPASS FINANCIAL MANAGEMENT LLC · Phoenix, AZ
VISTAMARK INVESTMENTS · Pheonix, AZ
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PHOENIX, AZ

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