Kevin Andrew McCormick
Managing Principal / CcoSimplified Wealth Management, LLCCRD 5533934
About Kevin Andrew McCormick
Kevin Andrew McCormick is listed as Managing Principal / Cco at Simplified Wealth Management, LLC in Hattiesburg, MS. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Simplified Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kevin Andrew McCormick work?
Kevin Andrew McCormick is listed as Managing Principal / Cco at Simplified Wealth Management, LLC on SEC Form ADV.
How much of Simplified Wealth Management, LLC does Kevin Andrew McCormick own?
Form ADV reports a beneficial ownership band of Over 75%.
Simplified Wealth Management, LLC
| Title | Managing Principal / Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |