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Corey Thomas Creel

Farther

San Francisco, CA

Franklin, TN

Nashville, TN

CRD 7126050

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-26
TN RA APPROVED 2026-02-25
  • TX RA
    APPROVED_RES
    Since 2026-02-26
  • TN RA
    APPROVED
    Since 2026-02-25

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

1025 Westhaven Blvd Suite 250, Franklin, TN 37064 • United States

Nashville, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Franklin TN 05/2019 12/2019
Farther Nashville TN 02/2026 Present
Omni Wealth Management, Northwestern Mutual Woburn MA 12/2019 02/2026
Student Lexington KY 08/2014 05/2019
  • 05/2019 → 12/2019
    Northwestern Mutual Life Insurance Company
    Franklin, TN
  • 02/2026 → Present
    Nashville, TN
  • 12/2019 → 02/2026
    Omni Wealth Management, Northwestern Mutual
    Woburn, MA
  • 08/2014 → 05/2019
    Student
    Lexington, KY
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-16
  • S66 Uniform Combined State Law Examination
    2020-12-16
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Corey Creel

View on SEC IAPD

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