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JB

John V. Biedenstein

CORRECT CAPITAL WEALTH MANAGEMENT
Clayton, MO 63105
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CRD#: 2969782
JB

Professional summary


John Vincent Biedenstein, AIF® is a registered financial advisor currently at CORRECT CAPITAL WEALTH MANAGEMENT, LLC located in Clayton, Missouri.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Correct Capital Wealth Management. Investment Related. 130 South Bemiston, Suite 602. Clayton MO 63105. RIA. Financial Advisor. Start 9/2018. 160 hours per month, none during trading. Retirement Plan Specialist.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Vincent Biedenstein's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Current

September 28, 2018 - Present

CORRECT CAPITAL WEALTH MANAGEMENT, LLC

Office #1: 130 S Bemiston Avenue Suite 602, Clayton, MO 63105
RIA
CRD#: 298774
Clayton, MO
Past

January 9, 2019 - January 6, 2025

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Clayton, MO
Past

October 9, 2015 - October 2, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
FRONTENAC, MO
Past

October 2, 2015 - October 2, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
FRONTENAC, MO
Past

January 1, 2008 - June 7, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

June 16, 1998 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CORRECT CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 298774 / SEC#: 801-114075

RIA
Registered Investment Advisory firm - (9/28/2018 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Missouri
(9/28/2018)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/26/2015
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
CORRECT CAPITAL WEALTH MANAGEMENT, LLC
CORRECT CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 298774 / SEC#: 801-114075

RIA
Registered Investment Advisory firm - (9/28/2018 Approved)
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Contact information


Main Address
130 S Bemiston Avenue Suite 602, Clayton, MO 63105
Mailing Address
Phone number
(314) 930-4015
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (13 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts1,730
AUM (Assets Under Management)$ 921,472,084

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CORRECT CAPITAL WEALTH MANAGEMENT, LLC

CRD#: 298774Clayton, MO 63105

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