Mark Currier
Wipple Creek · Vancouver, Washington
Mark Currier is a fee-only financial advisor at Wipple Creek in Vancouver, Washington, who holds the CFP credential. Wipple Creek reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Wipple Creek |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $27.4M across 58 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 1888224 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wipplecreek.com |
| Profile |
How Mark's firm compares
- Wipple Creek's average account is about $473,000, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Mark
Is Mark Currier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Wipple Creek reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Wipple Creek, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mark Currier based?
Mark Currier is based in Vancouver, Washington.
What credentials does Mark Currier hold?
Mark Currier holds the CFP credential.
Is Mark Currier registered with the SEC?
Yes. Mark Currier is registered as an investment adviser representative in OR, TX and WA (CRD 1888224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wipple Creek manage?
Wipple Creek reports $27.4M across 58 accounts in assets under management.
How do I contact Mark Currier?
Through Mark's website, www.wipplecreek.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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