Brian I Pultman, CFP

Overview

Brian I Pultman is an insurance agent and an investment adviser representative based in Clayton, MO, with 33 years in the industry.

Years in the industry

33

States licensed

13

States registered

2

Carrier appointments

8

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 13 states
• Registered in 2 states

• Agent
• Producer
• Series 63

4 lines of authority, with every state and its dates

Firms

• Correct Capital Wealth Management, LLCCurrent firm

Employment history since 2016

Carriers

8 active carrier appointments

Book and practice

Firm assets under management on file