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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

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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.
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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
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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

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

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Retirement Planning

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Tax Planning

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Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
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St. Louis, MO
Adam Weingartner
Financial Advisor
Investment Advisor at
Second Level Capital
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Profile last updated: 03-04-2025