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Corey T. Creel

FARTHER
Franklin, TN 37064
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CRD#: 7126050
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Corey Thomas CreelFARTHER

Professional summary


Corey Thomas Creel, who also goes by Corey Creel, is a registered financial advisor currently at FARTHER located in Franklin, Tennessee.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Corey has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance


Always Fiduciary

Aliases


Corey 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.
50% OWNER, JUDGES HILL REAL ESTATE LLC, 271 K ST, BOSTON, MA 02127, BOSTON, MA, , MASSACHUSETTS, 02127, INVESTMENT PROPERTY, START DATE: 7/1/2022, HOURS PER MONTH: 2, HOURS DURING SECURITIES TRADING HOURS: 0, 50% OWNER OF PROPERTY; INVESTMENT-RELATED. Independent Insurance Agent; not investment-related; started 06/2020; approximately 5 hours per month, 0 hours during securities trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Corey Thomas 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

February 25, 2026 - Present

FARTHER

Office #1: 1025 Westhaven Blvd Ste 220, Franklin, TN 37064
RIA
CRD#: 302050
Franklin, TN
Past

February 2, 2021 - October 17, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
NASHVILLE, TN
Past

October 26, 2020 - February 20, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
NASHVILLE, TN

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".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)

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
Tennessee
(2/25/2026)
IAR
Texas
(2/26/2026)

Exams


What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 12/16/2020
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 10/26/2020
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 7/30/2020
Securities Industry Essentials Examination

Current Firm


FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MTP PRIVATE WEALTH | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS | C.H. DOUGLAS & GRAY WEALTH MANAGEMENT

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information


Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
571

SEC notice filing (51 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (3/30/2026)

Regulatory assets under management


Total Number of Accounts44,421
AUM (Assets Under Management)$ 16,010,112,152

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


FARTHER

CRD#: 302050Franklin, TN 37064

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