When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Brian Pultman discusses why he chose independence over taking a wirehouse transition deal. However, as he candidly shares, building your own RIA is not always a smooth process, yet it resulted in aligning his values while building $1B+ Correct Capital Wealth Management.

Episode metadata supplied by the publisher feed · Published Jul 31, 2025

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When Values No Longer Align: An Ex-Wells Fargo Advisor’s Leap to Independence

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