Brian PultmanCRD Number: 2348657
Current Firm: Correct Capital Wealth Management, LLC
Brian Pultman (CRD# 2348657) is an Investment Advisor Representative working at Correct Capital Wealth Management, LLC in Clayton, MO and has over 29 years of experience in the finance industry. Brian Pultman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2018 - Current||4|
|Correct Capital Wealth Management, LLC||Clayton, MO||Sep 2018 - Current||4|
|Wells Fargo Clearing Services, LLC||Frontenac, MO||Nov 2016 - Sep 2018||1|
|Wells Fargo Advisors LLC||Frontenac, MO||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1993|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management834MILLIONS
Total Number of Accounts1,253ACCOUNTS
Average Account Value$665,732
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, IL, KS, LA, MO, NC, NE, NY, TX, VA
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