Kevin Andrew Mccormick
Investment adviser representative at Simplified Wealth Management
15 yearsExperience
6 statesRegistered in
$225.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Simplified Wealth ManagementJul 2018 to now
- LPL Financial LLCJun 2011 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 6 states (AL, FL, GA, LA, MS, TX).
Simplified Wealth Management
Legal name: Simplified Wealth Management, LLC
$225.5MAssets managed
712Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5533934
- Firm CRD
- 297059