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Brian I. Pultman

Correct Capital Wealth Management

130 S. Bemiston Ave.
Suite 602

Clayton, MO 63105

314-930-4015

Trust Matters.

About Correct Capital Wealth Management

Correct Capital is an independent, privately held wealth advisory firm that is built around the client journey. No matter where you are in life, we are there to work with you to plan for today, tomorrow and your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your financial plan. With your success in mind, together we build customized solutions that help you meet your goals. Whether you are years away from retirement, contemplating retirement, or currently enjoying retirement, we can help.

General Information

Firm Start Year

2018

CRD#

2348657

Firm CRD#

298774

States Licensed in

AK, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TX, VA

Years of Experience in Financial Services

28

Services

I can meet clients in the following ways

Video Conference, At my office, Via Phone, Via Email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 63, Series 7

Firm Information

Advisor's Number of Clients

385

Advisor's Number of Managed Clients

350

Advisor's Number of Planning Clients

350

Assets Managed by Advisor

$550,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Disclosures

https://static.twentyoverten.com/5ba9c1861273b5072e5d8c5f/eMMc5VEfSDJ/43031_Correct_Capital_Form_CRS.pdf

Disclaimer

Investment advisory services and portfolio management offered through Correct Capital Wealth Management, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission