Ryan Joseph Potts
Investment adviser representative at Correct Capital Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
$889.3MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Correct Capital Wealth Management, LLCJan 2023 to now
- Barber Financial GroupJan 2022 to Jan 2023
- Wr Wealth Planner LLCAug 2020 to Jan 2022
- Commerce BankJan 2019 to Apr 2021
- University of MissouriAug 2018 to Jun 2020
- Unemployed MinorJan 2010 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
Correct Capital Wealth Management, LLC
$889.3MAssets managed
466Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7312412
- Firm CRD
- 298774