Ryan Potts has been an investment adviser representative at Correct Capital Wealth Management since January 2023, and is not listed among the firm’s executive officers or direct owners.
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.
Ryan Potts’ longest registration is the current one, 3 years at Correct Capital Wealth Management since 2023. Before joining Correct Capital Wealth Management in 2023, Ryan Potts was registered through Barber Financial Group and WR Wealth Planners LLC.
- – present · 3 yearsClayton, MO · Adviser representative · Firm CRD 298774
- Barber Financial Group– · 1 yearLenexa, KS · Adviser representative · Firm CRD 152043
- WR Wealth Planners LLC– · under a yearColumbia, MO · Adviser representative · Firm CRD 306951
Investment adviser representative registrations
Ryan Potts is registered as an investment adviser representative in Missouri, since January 2023.
- MissouriSince 12 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 June 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ryan Joseph Potts
- CRD
- 7312412
- Firm
- Correct Capital Wealth Management · CRD 298774
- Office
- 130 S BEMISTON AVENUE, SUITE 602, Clayton, MO 63105
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Potts work?
Ryan Potts is an investment adviser representative registered through Correct Capital Wealth Management, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Potts a financial advisor?
Yes. Ryan Potts has a current investment-adviser registration in Missouri, through Correct Capital Wealth Management since January 2023.
How many years of experience does Ryan Potts have?
Ryan Potts has 5 years in the financial industry, since July 2021, across 3 adviser firms.
What exams has Ryan Potts passed?
Ryan Potts passed the Series 65 in June 2021.
Where did Ryan Potts work before Correct Capital Wealth Management?
Before Correct Capital Wealth Management, Ryan Potts was registered through Barber Financial Group, January 2022 to January 2023; WR Wealth Planners LLC, June 2021 to January 2022.
Where is Ryan Potts based?
Ryan Potts’ registered office is in Clayton, MO.
Is Ryan Potts registered with FINRA?
No. Ryan Potts has no current broker registration.
How can I verify Ryan Potts’ record?
Search CRD 7312412 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Potts’ full registration record.