AW
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 - General Securities Representative Exam
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Series 63 - Uniform Securities State Law Examination
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Series 65 - Uniform Investment Adviser Law Exam
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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
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Profile Last Updated: March 4, 2025