Brian Pultman has been Chief Executive Officer, Managing Member of Correct Capital Wealth Management since October 2018, is a control person of the firm and directly owns 75% or more of it.
Correct Capital Wealth Management, LLC is a Clayton, MO firm with $889M under management, 466 clients and 8 advisers in one office, as of its February 2026 filing.
Brian Pultman’s longest registration is the current one, 8 years at Correct Capital Wealth Management since 2018. Before joining Correct Capital Wealth Management in 2018, Brian Pultman was registered through Wells Fargo Clearing Services, LLC.
- – present · 8 yearsClayton, MO · Adviser representative · Firm CRD 298774
- Wells Fargo Clearing Services, LLC– · 2 yearsFrontenac, MO · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Brian Pultman is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2018; the most recent is Texas, in January 2020.
- MissouriSince 1 October 2018
- TexasResidentSince 2 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 1 July 1993 |
| Series 7 | General Securities Representative Examination | 25 June 1993 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Isadore Pultman
- CRD
- 2348657
- Firm
- Correct Capital Wealth Management · CRD 298774
- Role
- Chief Executive Officer, Managing Member
- Office
- 130 S Bemiston Avenue, Suite 602, Clayton, MO 63105
- Registration
- Investment adviser registration
- In the industry since
- June 1993
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Pultman work?
Brian Pultman has been Chief Executive Officer, Managing Member of Correct Capital Wealth Management, LLC since October 2018, and is a control person of the firm.
Is Brian Pultman a financial advisor?
Yes. Brian Pultman has a current investment-adviser registration in Missouri and Texas, through Correct Capital Wealth Management since October 2018.
How many years of experience does Brian Pultman have?
Brian Pultman has 33 years in the financial industry, since June 1993, across 2 adviser firms.
What exams has Brian Pultman passed?
Brian Pultman has passed 3 licensing exams: the Series 7, Series 63 and Series 99TO. The earliest, the Series 7, was passed in June 1993. FINRA credited Brian Pultman with the SIE, which began in October 2018.
Where is Brian Pultman based?
Brian Pultman’s registered office is in Clayton, MO.
Is Brian Pultman registered with FINRA?
No. Brian Pultman has no current broker registration.
How can I verify Brian Pultman’s record?
Search CRD 2348657 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Pultman’s full registration record.