Susan Christine Plunkett-barese
Investment adviser representative at Arkadios Wealth Advisors
20 yearsExperience
1 stateRegistered in
$8.8BFirm assets
9 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
Experience
20 years in the industry.
- Arkadios Wealth AdvisorsMay 2024 to now
- Arkadios CapitalMay 2024 to now
- Guardian Life Insurance CompanyJun 2022 to now
- Park Avenue SecuritiesJun 2022 to May 2024
- Financial Growth PartnersMar 2022 to Jun 2022
- First Financial GroupJan 2022 to Mar 2022
- Northwestern Mutual Wealth Management CompanySep 2021 to Jan 2022
- Northwestern Mutual Investment Services LLCApr 2021 to Jan 2022
- Northwestern Mutual Life Insurance CompanyOct 2020 to Jan 2022
- The Leukemia Lymphoma SocietySep 2018 to Oct 2020
- The American Red CrossJan 2006 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Arkadios Wealth Advisors
Legal name: Arkadios Wealth Advisors LLC
$8.8BAssets managed
14,886Clients
223Advisers
9 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
- 7293207
- Firm CRD
- 288863