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MC

Mark D. Creel

SIMPLIFIED WEALTH MANAGEMENT
Hattiesburg, MS 39402
Some features on this profile are disabled
CRD#: 2191409
MC

Professional summary

Mark Douglas Creel, who also goes by Mark Creel, is a registered financial advisor currently at SIMPLIFIED WEALTH MANAGEMENT located in Hattiesburg, Mississippi.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Mark has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10, Series 9 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark Creel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Douglas Creel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 12, 2021 - Present

SIMPLIFIED WEALTH MANAGEMENT

Office #1: 14 Orleans Drive, Hattiesburg, MS 39402
RIA
CRD#: 297059
Hattiesburg, MS
Past

February 19, 2010 - December 10, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
HATTIESBURG, MS
Past

February 19, 2010 - December 10, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
HATTIESBURG, MS
Past

June 1, 2009 - March 10, 2010

MORGAN STANLEY

RIA
CRD#: 149777
HATTIESBURG, MS
Past

June 1, 2009 - March 10, 2010

MORGAN STANLEY

BD
CRD#: 149777
HATTIESBURG, MS
Past

July 6, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
HATTIESBURG, MS
Past

November 12, 2001 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
HATTIESBURG, MS
Past

January 5, 1996 - November 13, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 28, 1992 - January 16, 1996

TRUSTMARK SECURITIES, INC.

BD
CRD#: 29707
JACKSON, MS
Past

January 15, 1992 - April 29, 1992

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SIMPLIFIED WEALTH MANAGEMENT
CREEL WEALTH MANAGEMENT | SIMPLIFIED WEALTH MANAGEMENT, LLC | SIMPLIFIED WEALTH MANAGEMENT

CRD#: 297059 / SEC#: 801-123772

RIA
Registered Investment Advisory firm - (4/21/2022 Approved)
Alabama
Registered Investment Advisory firm - (5/2/2022 Terminated)
Florida
Registered Investment Advisory firm - (5/2/2022 Terminated)
Georgia
Registered Investment Advisory firm - (5/24/2022 Terminated)
Louisiana
Registered Investment Advisory firm - (5/3/2022 Terminated)
Mississippi
Registered Investment Advisory firm - (5/2/2022 Terminated)
Texas
Registered Investment Advisory firm - (5/2/2022 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Mississippi
(11/12/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/21/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/24/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 2/18/2003
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 1/13/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 8
Date: 2/14/1996
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

SW
SIMPLIFIED WEALTH MANAGEMENT
CREEL WEALTH MANAGEMENT | SIMPLIFIED WEALTH MANAGEMENT, LLC | SIMPLIFIED WEALTH MANAGEMENT

CRD#: 297059 / SEC#: 801-123772

RIA
Registered Investment Advisory firm - (4/21/2022 Approved)
Alabama
Registered Investment Advisory firm - (5/2/2022 Terminated)
Florida
Registered Investment Advisory firm - (5/2/2022 Terminated)
Georgia
Registered Investment Advisory firm - (5/24/2022 Terminated)
Louisiana
Registered Investment Advisory firm - (5/3/2022 Terminated)
Mississippi
Registered Investment Advisory firm - (5/2/2022 Terminated)
Texas
Registered Investment Advisory firm - (5/2/2022 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
14 Orleans Drive, Hattiesburg, MS 39402
Mailing Address
Phone number
(601) 336-4265
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SWM ADV PART 2A (2/16/2026)

Regulatory assets under management

Total Number of Accounts1,642
AUM (Assets Under Management)$ 225,538,099

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SIMPLIFIED WEALTH MANAGEMENT

CRD#: 297059Hattiesburg, MS 39402

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