Brent Allen Plunkett
Investment adviser representative at Charter Wealth Management
14 yearsExperience
6 statesRegistered in
$195.6MFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Charter Wealth ManagementMar 2012 to now
- Plunkett Wealth Management, Inc.Feb 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 6 states (AL, IL, MS, NC, TN, TX).
Charter Wealth Management
Legal name: Charter Wealth Management, Inc.
$195.6MAssets managed
108Clients
4Advisers
6 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
- 5621748
- Firm CRD
- 162299