Correct Capital Wealth Management, LLC

John Biedenstein is a financial advisor at Correct Capital Wealth Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments since 2019, in addition to his role at Correct Capital beginning in 2018. He also previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and portfolio services, managing approximately $889 million with a focus on individualized investment plans that combine fundamental and technical analysis.

Brian Pultman is a CFP®-certified financial advisor with 32 years of industry experience. He is a principal at Correct Capital Wealth Management, LLC, where he has worked since 2018, and previously held roles at Purshe Kaplan Sterling Investments and Wells Fargo. Pultman serves on the JCC Endowment Investment Committee, contributing to philanthropic investment decisions. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides customized investment management and financial planning, combining fundamental and technical analysis with a long-term investment approach and the use of third-party managers and reporting tools.

Alexa Koziol is a financial advisor at Correct Capital Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at firms including Fleetstar Financial, Windham Capital Management, and Morningstar Investment Services. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, and various institutional entities. The firm offers investment management, financial planning, retirement plan consulting, and discretionary portfolio services, employing a blend of fundamental and technical analysis with individualized investment plans.

Jordan Korte is a financial advisor at Correct Capital Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at ProPartners Wealth and its affiliate before joining Correct Capital. Prior to his financial career, his work history includes roles outside the industry such as at Campus Bar and Grill and UPS. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and portfolio services, using a combination of fundamental and technical analysis with a focus on longer-term investment horizons.

Ryan Potts is a financial advisor at Correct Capital Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Barber Financial Group, WR Wealth Planner LLC, Commerce Bank, and the University of Missouri. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and discretionary and non-discretionary portfolio services, employing both fundamental and technical analysis to build individualized investment plans.

Dominic Grasse is an advisor at Correct Capital Wealth Management, LLC with Series 63 and Series 65 credentials. He has held roles at firms including Northwestern Mutual Wealth Management Company and Alex Baldwin State Farm. Prior to entering financial advisory, his background includes positions in education and hospitality. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides investment management, financial planning, retirement plan consulting, and portfolio services, employing a strategy that blends fundamental and technical analysis with individualized asset allocation.

Justin Volkmar is a financial advisor with Correct Capital Wealth Management, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Moneta Group Investment Advisors, J.P. Morgan Securities, TIAA-CREF, and Scottrade. Correct Capital Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm focuses on individualized investment plans implemented through diversified asset allocation and combines fundamental and technical analysis, often maintaining positions for approximately 24 months.

Johnathan Horman is a financial advisor with Correct Capital Wealth Management, LLC, holding Series 63, 65, and 66 licenses and seven years of industry experience. His prior work includes roles at First State Financial Management, Wells Fargo Clearing Services, and the Saint Louis Housing Authority. Correct Capital Wealth Management is a team-based firm serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and private businesses. The firm offers investment management, financial planning, retirement plan consulting, and portfolio services, employing a combination of fundamental and technical analysis with a focus on longer-term investment horizons.