Carli Dawn Plunkett
Investment adviser representative at Captrust
5 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 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 feePerformance-based
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
5 years in the industry.
- CaptrustApr 2022 to now
- Capfinancial Partners, LLC (captrust)Nov 2020 to now
- Mra AssociatesJan 2020 to Mar 2021
- City of PhoenixMay 2019 to Aug 2019
- Forever Young Intellectual Property LLCMay 2017 to Aug 2018
- Grand Canyon UniversityAug 2016 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 7257653
- Firm CRD
- 175112