Adfi_logo

Adam Weingartner | Financial Advisor

Profile img for Adam Weingartner, financial advisor at Second Level Capital
St. Louis, MO
Adam Weingartner
Financial Advisor
Investment Advisor at
Second Level Capital

Verified Identity

Important Disclosures

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 plays a key role in investment strategy development, contributing towards the firm capital expectation profile and targeted asset allocations. He has built strong relationships with the individual and institutional clientele by proactively serving their needs both before and after a relationship is made. Mr. Weingartner previously worked for 12 years at Alvery Bartlett Group where he served as a registered sales assistant for its retail brokerage operation. A graduate of Truman State University, he earned a B. S. in Business Administration with a concentration in Finance. Mr. Weingartner holds his Series 7, 63, and 65 securities industry registrations, in addition to being licensed to sell life and health insurance. He was born and raised in Saint Louis, where he currently resides with his wife Kayla, a maternal and fetal health RN at Mercy Hospital, and their two children, Tommy and Maggie.
More

Specialties and Expertise

5
High Net Worth Planning
Retirement Income
Business Ownership Strategies
Portfolio Construction
Alternative Investments

Clientele

7
Business Owners
Corporate Executives
Attorneys & Paralegals
Doctors
Wealthy Families
Retirees
Nurses

Credentials and Designations

3
credentialsImg

Series 7 - General Securities Representative Exam

credentialsImg

Series 63 - Uniform Securities State Law Examination

credentialsImg

Series 65 - Uniform Investment Adviser Law Exam

Education

1
Truman State UniversityB.S. in Business Administration - Concentration in FinanceYear Obtained: 2006
Quick Facts About Adam
Years of Experience:18 yearsMember since:2023

Services Provided

How I help my clients

Investment Management

service_img
More

Retirement Planning

service_img
More

Tax Planning

service_img
More

Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
profile_picture
St. Louis, MO
Adam Weingartner
Financial Advisor
Investment Advisor at
Second Level Capital
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any "endorsement". AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.
Profile last updated: 03-04-2025