Correct Capital Wealth Management
Correct Capital is an independent, privately held wealth advisory firm that specializes in retirement planning, financial planning, portfolio management and investment advice. As a Registered Investment Advisor (RIA), we can better serve you through a fully-integrated solutions platform, providing completely objective advice and independent investment counsel. Along with our high level of service, we provide additional resources with increased value. As CERTIFIED FINANCIAL PLANNERS™ we are held to high professional and ethical standards, we are required to honor our Fiduciary duty above all. Being a Fiduciary Financial Advisor, we are investment professionals who are licensed with the United States Securities and Exchange Commission. Fiduciary Advisors are important for clients because they are legally required to put clients' interests ahead of their own. Correct Capital is owned by CEO Brian I. Pultman, who has been a Top Barron's Advisor five times since 2009. We’re committed to serving clients with the highest level of investment advice and exceptional service. The Correct Capital team focuses on trust and works together with clients to help them see and achieve a better future.
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Verified contacts
11
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- BI
Brian I. Pultman
Founder & Chief Executive Officer · General Business & Management
EmailPhone - JB
John Biedenstein
Financial Advisor & Retirement Plan Specialist · Other
EmailPhone - SP
Steve Paulus
Director, Business Development · Sales & Business Development
EmailPhone - DG
Dominic Grasse
Associate Advisor · Finance & Accounting
EmailPhone - JK
Jordan Korte
Associate Advisor · Finance & Accounting
EmailPhone - MT
Marquita Thomas
Client Services Associate · Customer/Client Service
EmailPhone - PP
Pintip Perdun
Investment Client Service Associate · Customer/Client Service
EmailPhone - RP
Ryan Potts
Assistant Portfolio Manager · Finance & Accounting
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Correct Capital Wealth Management
8 distinct titles indexed · top 8 shown.
- 2associate advisor
- 1assistant portfolio manager
- 1client services associate
- 1director, business development
- 1financial advisor & retirement plan specialist
- 1fleetstar financial
- 1founder & chief executive officer
- 1investment client service associate
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