KP
Kali N. Plunket
SIMPLIFIED WEALTH MANAGEMENT
HATTIESBURG, MS 39402
CRD#: 8182327
Some features on this profile are disabled
KP
Kali Nevaeh PlunketSIMPLIFIED WEALTH MANAGEMENT
Professional summary
Kali Nevaeh Plunket is a registered financial advisor currently at SIMPLIFIED WEALTH MANAGEMENT located in Hattiesburg, Mississippi.
Kali is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kali has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kali Nevaeh Plunket's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 27, 2025 - Present
SIMPLIFIED WEALTH MANAGEMENT
Office #1: 14 Orleans Drive, Hattiesburg, MS 39402RIA
CRD#: 297059
HATTIESBURG, MS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SIMPLIFIED WEALTH MANAGEMENT
CREEL WEALTH MANAGEMENT | SIMPLIFIED WEALTH MANAGEMENT, LLC | SIMPLIFIED WEALTH MANAGEMENT
CRD#: 297059 / SEC#: 801-123772
RIA
Registered Investment Advisory firm - (4/21/2022 Approved)Alabama
Registered Investment Advisory firm - (5/2/2022 Terminated)Florida
Registered Investment Advisory firm - (5/2/2022 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2022 Terminated)Louisiana
Registered Investment Advisory firm - (5/3/2022 Terminated)Mississippi
Registered Investment Advisory firm - (5/2/2022 Terminated)Texas
Registered Investment Advisory firm - (5/2/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Mississippi(10/27/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SW
SIMPLIFIED WEALTH MANAGEMENT
CREEL WEALTH MANAGEMENT | SIMPLIFIED WEALTH MANAGEMENT, LLC | SIMPLIFIED WEALTH MANAGEMENT
CRD#: 297059 / SEC#: 801-123772
RIA
Registered Investment Advisory firm - (4/21/2022 Approved)Alabama
Registered Investment Advisory firm - (5/2/2022 Terminated)Florida
Registered Investment Advisory firm - (5/2/2022 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2022 Terminated)Louisiana
Registered Investment Advisory firm - (5/3/2022 Terminated)Mississippi
Registered Investment Advisory firm - (5/2/2022 Terminated)Texas
Registered Investment Advisory firm - (5/2/2022 Terminated)Loading...
Contact information
Main Address
14 Orleans Drive, Hattiesburg, MS 39402
Mailing Address
Phone number
(601) 336-4265
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,642 |
| AUM (Assets Under Management) | $ 225,538,099 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SIMPLIFIED WEALTH MANAGEMENT
CRD#: 297059Hattiesburg, MS 39402TRUST BUT VERIFY
Monitor Kali Plunket
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
