Brian I. Pultman, Cfp®

Brian I. Pultman, Cfp® Email and Phone Number

Founder and Chief Executive Officer @ Correct Capital Wealth Management
St. Louis, MO, US
Brian I. Pultman, Cfp®'s Location
Greater St. Louis, United States
Brian I. Pultman, Cfp®'s Contact Details

Brian I. Pultman, Cfp® personal email

n/a
About Brian I. Pultman, Cfp®

Brian has over 30 years of experience in the financial services industry. He joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 1993. On September 27th, 2018 Brian established Correct Capital Wealth Management, LLC. a Registered Investment Advisory Firm. Brian has a CERTIFIED FINANCIAL PLANNER ™ certification. To earn the CFP® certification, Brian had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Brian also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. Brian’s primary focus is assisting high net worth individuals and families with personalized investment and estate investment planning through our consulting process. Professional Recognition, Associations and Designations: PREMIER ADVISORBARRON’S TOP 1000 ADVISOR RANKING in 2009, 2010BARRON'S TOP 1200 RANKING 2017, 2018ST. LOUIS MEN’S GROUP AGAINST CANCER Dinner Chairman 2018 & 2019EAGLE SCOUT ASSOCIATIONThis information is intended for use only by residents of AK, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA *The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. **The rankings are based on data provided by over 4,000 Advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Please contact me at brian@correctcap.com

Brian I. Pultman, Cfp®'s Current Company Details
Correct Capital Wealth Management

Correct Capital Wealth Management

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Founder and Chief Executive Officer
St. Louis, MO, US
Website:
correctcap.com
Employees:
9
Brian I. Pultman, Cfp® Work Experience Details
  • Correct Capital Wealth Management
    Founder And Chief Executive Officer
    Correct Capital Wealth Management
    St. Louis, Mo, Us
    View
  • Correct Capital Wealth Management
    Founder & Chief Executive Officer
    Correct Capital Wealth Management Oct 2018 - Present
    130 South Bemiston Avenue Suite 602 Clayton, Mo. 63105
    View
  • Wells Fargo Advisors
    Managing Director- Investment Officer
    Wells Fargo Advisors Mar 1993 - Sep 2018
    Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC.
    View

Brian I. Pultman, Cfp® Skills

Investments Retirement Planning Financial Services Financial Advisory Strategic Planning Asset Allocation Mutual Funds Investment Strategies Risk Management Retirement Securities Relationship Management Fixed Annuities 401k Fixed Income Insurance Equities Bonds Alternative Investments Life Insurance Retirement Savings Financial Reporting Pensions Retirement Plan Consulting Wealth Preservation Planning Estate Investment Planning Executive Management Investment Products

Brian I. Pultman, Cfp® Education Details

  • University Of Missouri-Columbia, College Of Business
    University Of Missouri-Columbia, College Of Business
    Marketing & Finance
  • Ladue High School
    Ladue High School
  • Old Bonhomme Elementary
    Old Bonhomme Elementary

Frequently Asked Questions about Brian I. Pultman, Cfp®

What company does Brian I. Pultman, Cfp® work for?

Brian I. Pultman, Cfp® works for Correct Capital Wealth Management

What is Brian I. Pultman, Cfp®'s role at the current company?

Brian I. Pultman, Cfp®'s current role is Founder and Chief Executive Officer.

What is Brian I. Pultman, Cfp®'s email address?

Brian I. Pultman, Cfp®'s email address is br****@****ors.com

What is Brian I. Pultman, Cfp®'s direct phone number?

Brian I. Pultman, Cfp®'s direct phone number is +131422*****

What schools did Brian I. Pultman, Cfp® attend?

Brian I. Pultman, Cfp® attended University Of Missouri-Columbia, College Of Business, Ladue High School, Old Bonhomme Elementary.

What are some of Brian I. Pultman, Cfp®'s interests?

Brian I. Pultman, Cfp® has interest in St Louis Mens Group Against Cancer, 1995 Present, Vice President, Triathelon Competition, Biking, Running, Travel And Dining, Swimming, Weight Training And Racquetball.

What skills is Brian I. Pultman, Cfp® known for?

Brian I. Pultman, Cfp® has skills like Investments, Retirement Planning, Financial Services, Financial Advisory, Strategic Planning, Asset Allocation, Mutual Funds, Investment Strategies, Risk Management, Retirement, Securities, Relationship Management.

Who are Brian I. Pultman, Cfp®'s colleagues?

Brian I. Pultman, Cfp®'s colleagues are Kate Boschert, Manasa Konduri, Steve Paulus, Marquita Thomas, Pintip Perdun, Jordan Korte, Cherry Ohms.

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