Susan Christine Plunkett-Barese

Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → 10/2020
  The Leukemia Lymphoma Society
  Alexandria, VA
• 01/2006 → 09/2018
  The American Red Cross
  Washington, DC
• 10/2020 → 01/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2021 → 01/2022
  Northwestern Mutual Investment Services Llc
  Mc Lean, VA
• 09/2021 → 01/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2022 → 03/2022
  First Financial Group
  Reston, VA
• 03/2022 → 06/2022
  Financial Growth Partners
  Reston, VA
• 06/2022 → Present
  Guardian Life Insurance Company
  Reston, VA
• 06/2022 → 05/2024
  Park Avenue Securities
  Reston, VA
• 05/2024 → Present
  Arkadios Capital
  Atlanta, GA
• 05/2024 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2022-09-23 → 2024-05-17
  Park Avenue Securities Llc
  Reston, VA

Other Businesses

1. Rebuilding Together Fairfax: board member, Start Date: 09/01/2021, Address: 10723 Main Street #135, Fairfax, VA 22030, 2 total hours per month; 0 during normal securities trading hours, Not Investment Related, No annual compensation, 2. Insurance Sales: insurance sales representative to clients, Start Date: 05/13/2022, Address: 12110 Sunset Hills Rd, #340, Reston, VA 20190, 2 total hours per month; 0 during normal securities trading hours, Investment Related, Less than 10% annual compensation, 3. Paid Speaking Engagements-speaking opportunities for general audiences on general financial topics, Start Date: 07/08/2022, Address: 9703 Tiny Ct, Burke VA 22015, 2 total hours per month; 0 during normal securities trading hours, Not Investment Related, Less than 10% annual compensation, 4. TNT Financial, DBA, Investment related, located in VA, 60 hours per month during securities trading hours. 5. Community Business Partnerships, Is Not Investment Related, 6564 Loisdale Ct #600, , Springfield, VA, 22150, Education and training for business owners, Volunteer, 11/4/2024, 2 hours per month, 0 hours per month during trading hours, Provide training on financial topics surrounding small business and risk management. For educational purposes only. 6. Midland National Life Insurance, Is Not Investment Related, One Sammons Plaza, Sioux Falls, SD, 57193, Insurance Sales, Agent,3/18/2025, 5 hours per month, 0 hours per month during trading hours, Commission Compensation, Term life, universal life, whole life insurance sales 7. Symetra Life Insurance Company, Is Not Investment Related, 777 108th Ave NE, Suite 1200, Seattle, WA, 98004, United States, Life Insurance, Sales Representative, 7/1/2025, 5 hours per month, 0 hours per month during trading hours, Commission Compensation, Life insurance sales 8. Forethought Life Insurance Company, Is Not Investment Related, 123 Town Square Place PMB711, Jersey City, NJ, 07310, United States, Insurance and Annuity Sales, Agent, 7/1/2025, 5 hours per month, 0 hours per month during trading hours, Commission Compensation, Insurance and annuity sales. 9. Guardian Life Insurance, Is Not Investment Related, 10 Hudson Yards, New York, NY, 10001, United States, Insurance Sales, Agent, 2/26/2025, 5 hours per month, 0 hours per month during trading hours, Commission Compensation, Outside insurance sales including life, disability, long-term care. Assisting individuals and businesses with purchasing insurance products. 10. Plunkett Financial Solutions LLC dba Divorce by Design, Is Not Investment Related, 9703 Tiny Ct, BURKE, VA, 22015, Consulting, Owner, 10/27/2025, 10 hours per month, 0 hours per month during trading hours, Hourly Compensation, Divorce by Design is a consulting service that provides the short-and-long term financial impact on divorce settlements to individuals and family law professionals. The firm offers education, financial modeling, and settlement analysis. Services may include cash flow projections, asset division analysis, pension valuations, and collaboration with attorneys and mediators. These services are provided in a non-securities, non-investment advisory capacity and are separate and independent from any broker-dealer-related activity. Flat fee or hourly consulting fees paid directly by clients. No commissions, securities transactions, or investment products are involved.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-19
• S63 Uniform Securities Agent State Law Examination
  2021-07-10

Other Names

• Susan Christine Foertsch
• Susan Christine Plunkett
• Christine Plunkett Foertsch
• Christy Barese
• Christy Foertsch
• Christine Plunkett
• Christy Plunkett
• Susan Christine Foertsch
• Susan Christine Plunkett
• Christine Plunkett Foertsch
• Christy Barese
• Christy Foertsch
• Christine Plunkett
• Christy Plunkett
• Christy Plunkett
• Christy Plunkett