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Adam W

Series 63, Series 65

Brentwood, MO

Arete Wealth Advisors, LLC

Adam Weingartner is a financial advisor with Arete Wealth Advisors, LLC in Brentwood, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Arete Wealth Advisors and its predecessor Arete Wealth Management since 2016 and previously worked at Alvery Bartlett Fund Management Co. from 2006 to 2018. Outside of advisory work, he has sold health and life insurance in Missouri. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages assets primarily on a discretionary basis and employs both advisor-driven and proprietary model allocations, using third-party sub-advisers and due diligence processes.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Bradford W

Series 63, Series 66, Series 65

Brentwood, MO

Arete Wealth Advisors, LLC

Bradford Webb is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63, 65, and 66 credentials and bringing 12 years of industry experience. He has been with Arete Wealth Advisors since 2017 and also with Arete Wealth Management since 2016. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management alongside proprietary model allocations and third-party manager due diligence, serving clients with a combination of advisor-driven strategies and rule-based approaches.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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