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Marcus Todd Veillon

Advisor at Simplicity wealth — Ville Platte, LA

Updated today

Credentials

Series 65

Experience

7 years

Location

Ville Platte, LA 70586

Simplicity wealth logo

Simplicity wealth

Multi-team

Total advisors

202

Across 142 offices

Clients per advisor

42 Low

Avg AUM per client

$202,617 Very Low

HNW client ratio

8% Low

About

Marcus Veillon is a Series 65-licensed advisor at Simplicity Wealth with six years of industry experience. He previously worked at AE Wealth Management LLC for five years and is involved with Mossy Oak Properties of Louisiana and Capital Planning Associates. In addition to his advisory role, he holds life and health insurance licenses and sells life insurance and annuity products. Simplicity Wealth serves a diverse client base including individual, high-net-worth, corporate, institutional investors, and other financial firms. The firm offers a range of advisory services using a fund-of-funds approach, model portfolios, independent managers, and technology solutions for advisers, including a managed account platform.

Client services

Based on Simplicity wealth

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Simplicity wealth

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management

Occupation focus

Based on Simplicity wealth

Retired Founder/Business Owner

Demographic focus

Based on Simplicity wealth

Values-based investing

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Financial planning fixed fees are negotiable and determined on a case-by-case basis.

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Location

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Ville Platte, LA

616 West Main Street

Ville Platte LA 70586

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

7 years of industry experience

Simplicity Wealth

2024 - Present • 2 years

Summit, NJ

AE Wealth Management LLC

2019 - 2024 • 5 years

Topeka, KS

Mossy Oak Properties of LA

2016 - Present • 10 years

Shrevport, LA

Capital Planning

2014 - Present • 12 years

Ville Platte, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott P

Series 66

Opelousas, LA

Advisory Services Network

Scott Peyton is a financial advisor at Advisory Services Network with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cornerstone Advisors LLC and Actus Wealth Strategies. Outside of advising, Peyton is involved in community activities such as serving on the board of the Opelousas Museum and Interpretive Center and managing a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent representatives. The firm offers a range of portfolio management and consulting services with flexible engagement models and employs a multi-asset investment approach tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Mark B

Series 66

Ville Platte, LA

Eagle Strategies (NY Life)

Mark Buller is a financial advisor with Eagle Strategies (NY Life) based in Ville Platte, LA, holding a Series 66 license and with 36 years of industry experience. He has been associated with Nylife Securities Inc. since 1990. Outside of his advisory role, Buller serves on the boards of Cabot Corporation of Ville Platte and the Ville Platte Medical Center, and is actively involved in several local Catholic school and church fundraising and leadership activities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes customized recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jonathan L

ChFC®, Series 63, Series 65

Opelousas, LA

SPC

Jonathan Lewis is a financial advisor at SPC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Parkland Securities, LLC, Sigma Planning Corporation, and Acadiana Insurance Agency Inc. Outside of his advisory work, he serves as a minister for a local church and occasionally speaks at church functions. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive

Tracey J

Series 66

Opelousas, LA

Edward Jones

Tracey Joubert is a Series 66 licensed financial advisor with Edward Jones, based in Opelousas, LA. She has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Income planning Retired Founder/Business Owner Executive Young Professionals

Peter S

Series 63

Ville Platte, LA

Edward Jones

Peter Strawitz III is a financial advisor with Edward Jones in Ville Platte, LA, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network along with affiliated capabilities such as a trust company and securities-based lending.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
user avatar

Charles B

Series 63, Series 65

Opelousas, LA

Cetera

Charles Boagni IV is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Cetera since 2026 and has prior experience at LPL Financial and in his own firms, including Peak Wealth Management LLC since 2009. His activities outside of advisory work include operating insurance agencies focused on fixed and life insurance products, as well as involvement in real estate ventures through multiple LLCs. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and their clients, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to affiliated and unaffiliated third-party money managers, overseeing more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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