Kali Plunket has been an investment adviser representative at Simplified Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners.
Simplified Wealth Management, LLC is a Hattiesburg, MS firm with $226M under management, 712 clients and 7 advisers in one office, as of its February 2026 filing.
- Simplified Wealth ManagementCurrent– present · under a yearHattiesburg, MS · Adviser representative · Firm CRD 297059
Investment adviser representative registrations
Kali Plunket is registered as an investment adviser representative in Mississippi, since October 2025.
- MississippiSince 27 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 September 2025 |
| SIE | Securities Industry Essentials Examination | 5 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kali Nevaeh Plunket
- CRD
- 8182327
- Firm
- Simplified Wealth Management · CRD 297059
- Office
- 14 ORLEANS DRIVE, Hattiesburg, MS 39402
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Kali Plunket work?
Kali Plunket is an investment adviser representative registered through Simplified Wealth Management, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kali Plunket a financial advisor?
Yes. Kali Plunket has a current investment-adviser registration in Mississippi, through Simplified Wealth Management since October 2025.
How many years of experience does Kali Plunket have?
Kali Plunket has 0 years in the financial industry, since October 2025, across 1 adviser firm.
What exams has Kali Plunket passed?
Kali Plunket has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2025.
Where is Kali Plunket based?
Kali Plunket’s registered office is in Hattiesburg, MS.
Is Kali Plunket registered with FINRA?
No. Kali Plunket has no current broker registration.
How can I verify Kali Plunket’s record?
Search CRD 8182327 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kali Plunket’s full registration record.