Kali Nevaeh Plunket
Investment adviser representative at Simplified Wealth Management
11 yearsExperience
1 stateRegistered in
$225.5MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Simplified Wealth ManagementJul 2025 to now
- Southern Direct FiberApr 2024 to now
- University of Southern MississippiAug 2023 to now
- Glory Bound Gyro Co.Sep 2023 to Jul 2025
- TabellaAug 2023 to Sep 2023
- Posey's RestaurantMay 2021 to Jun 2023
- Full-time StudentOct 2015 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MS).
Simplified Wealth Management
Legal name: Simplified Wealth Management, LLC
$225.5MAssets managed
712Clients
7Advisers
4 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
- 8182327
- Firm CRD
- 297059