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Kevin Andrew Mccormick

SIMPLIFIED WEALTH MANAGEMENT, LLC·HATTIESBURG, Mississippi
SIE, Series 7, Series 66Clean record18 years registeredSIMPLIFIED WEALTH MANAGEMENT, LLC
14 ORLEANS DRIVE, HATTIESBURG, MS 39402CRD# 5533934Firm CRD# 297059

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Andrew Mccormick · HATTIESBURG, MS
Registration
CRD #5533934 · SIMPLIFIED WEALTH MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

SIMPLIFIED WEALTH MANAGEMENT
Aug 2018 – present
SIMPLIFIED WEALTH MANAGEMENT
Jul 2018 – Jul 2018
HATTIESBURG, MS
LPL FINANCIAL LLC
Jun 2011 – Aug 2018
HATTIESBURG, MS
EDWARD JONES
Aug 2008 – May 2011
HATTIESBURG, MS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 7, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SIMPLIFIED WEALTH MANAGEMENT, LLC
CRD 297059 · SEC 801-123772
AUM
$156M
Regulatory assets under management
Employees
7
1,444 client accounts
Services offered by SIMPLIFIED WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SIMPLIFIED WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Kevin Andrew Mccormick offer?
Kevin Andrew Mccormick specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HATTIESBURG, Mississippi for a consultation.
What are Kevin Andrew Mccormick's credentials?
Kevin Andrew Mccormick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Andrew Mccormick located?
Kevin Andrew Mccormick is based in HATTIESBURG, Mississippi, working with SIMPLIFIED WEALTH MANAGEMENT, LLC. Their office serves clients in the HATTIESBURG metropolitan area and surrounding communities.
How does Kevin Andrew Mccormick charge for services?
Kevin Andrew Mccormick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIMPLIFIED WEALTH MANAGEMENT, LLC?
SIMPLIFIED WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Mississippi
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