Adam Weingartner is a registered investment advisor, based in Brentwood, MO, with 18 years of industry experience.
Location
241 Hanley Industrial Court, Suite 212, Brentwood, MO, 63144
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an insurance sales representative since 2010, selling health and life insurance in Missouri. This activity is insurance-related.
Employment History
Current Registrations
Arete Wealth Management, LLCBroker
August 2016 - Present · 9 yrs 8 mos
Arete Wealth Advisors, LLC
August 2016 - Present · 9 yrs 8 mos
Previous Registrations
Bfc Planning, INC.
January 2013 - August 2016 · 3 yrs 7 mos
Berthel Fisher & Company Financial Services, INC.
December 2012 - January 2013 · 1 mo
Berthel, Fisher & Company Financial Services, INC.Broker
August 2007 - August 2016 · 9 yrs
State Registrations4 states
FLMONYTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.