Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Weingartner is a financial advisor with over 15 years of experience in the industry. Adam is registered as a broker-dealer and investment advisor representative with Arete Wealth Advisors, LLC. Adam is a licensed advisor in Florida, Missouri, and Texas and holds the Series 7, Series 63, and Series 65 licenses. Adam specializes in providing financial planning, portfolio management, and investment advice for individuals and businesses. Adam also has experience providing pension consulting services. Prior to joining Arete Wealth Advisors, Adam was employed by Berthel, Fisher & Company Financial Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
02/22/2017 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
MO
08/08/2007 - 08/09/2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ST. LOUIS MO)
IA
Issued 11/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Weingartner is the right advisor for you? Invested Better is here to help.
