Adam Weingartner

St. Louis, MO

Verified Identity

Investment Advisor at

Second Level Capital

Years of Experience

18 years

Member Since

2023

Allow Me to Introduce Myself

Mr. Weingartner started Second Level Capital in 2018. He is responsible for the individual investment choices for each portfolio as well as analyzing potential investment offerings, not only for their individual merits, but also the application for existing and prospective clients. Mr. Weingartner ...

Clientele

Business Owners

Corporate Executives

Attorneys & Paralegals

Doctors

Wealthy Families

Retirees

Nurses

Services Provided

Investment Management

Retirement Planning

Tax Planning

Specialties and Expertise

High Net Worth Planning

Retirement Income

Business Ownership Strategies

Portfolio Construction

Alternative Investments

Credentials and Designations

Series 7

Series 7 - General Securities Representative Exam

Click to learn more

Series 63

Series 63 - Uniform Securities State Law Examination

Click to learn more

Pricing Models

Flat FeeHourly RateAUM

Education

Truman State University

B.S. in Business Administration - Concentration in Finance

Obtained in 2006

Disclosures and Proof of License

SEC Profile

AdvisorFinder Disclosure

AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.