Mark Creel has been an investment adviser representative at Simplified Wealth Management since November 2021, and is not listed among the firm’s executive officers or direct owners.
Simplified Wealth Management, LLC is a Hattiesburg, MS firm with $226M under management, 712 clients and 7 advisers in one office, as of its February 2026 filing.
Mark Creel’s longest registration was 11 years at LPL Financial LLC (2010–2021). Before joining Simplified Wealth Management in 2021, Mark Creel was registered through LPL Financial LLC and Morgan Stanley Smith Barney LLC.
- Simplified Wealth ManagementCurrent– present · 4 yearsHattiesburg, MS · Adviser representative · Firm CRD 297059
- LPL Financial LLC– · 11 yearsHattiesburg, MS · Adviser representative · Firm CRD 6413
- Morgan Stanley Smith Barney LLC– · under a yearHattiesburg, MS · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 1 yearHattiesburg, MS · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Mark Creel is registered as an investment adviser representative in Mississippi, since November 2021.
- MississippiSince 12 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 January 2023 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 18 February 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 1996 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 14 February 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 January 1992 |
| Series 7 | General Securities Representative Examination | 13 January 1992 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Douglas Creel
- CRD
- 2191409
- Firm
- Simplified Wealth Management · CRD 297059
- Office
- 14 ORLEANS DRIVE, Hattiesburg, MS 39402
- Registration
- Investment adviser registration
- In the industry since
- February 1992
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Creel work?
Mark Creel is an investment adviser representative registered through Simplified Wealth Management, LLC since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Mark Creel a financial advisor?
Yes. Mark Creel has a current investment-adviser registration in Mississippi, through Simplified Wealth Management since November 2021.
How many years of experience does Mark Creel have?
Mark Creel has 34 years in the financial industry, since February 1992, across 4 adviser firms.
What exams has Mark Creel passed?
Mark Creel has passed 7 licensing exams: the Series 7, Series 63, Series 8, Series 65, Series 31, Series 10 and Series 9. The earliest, the Series 7, was passed in January 1992. FINRA credited Mark Creel with the SIE, which began in October 2018.
Where did Mark Creel work before Simplified Wealth Management?
Before Simplified Wealth Management, Mark Creel was registered through Morgan Stanley Smith Barney LLC, June 2009 to March 2010; Citigroup Global Markets Inc., July 2007 to June 2009.
Where is Mark Creel based?
Mark Creel’s registered office is in Hattiesburg, MS.
Is Mark Creel registered with FINRA?
No. Mark Creel has no current broker registration.
How can I verify Mark Creel’s record?
Search CRD 2191409 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Creel’s full registration record.