Advisor at Adaptive Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Adaptive Wealth Management, LLC
Location
Chesterfield, MO
Credentials
Series 63, Series 65
Industry experience
23 years
Eric Amundson is a financial advisor at Adaptive Wealth Management, LLC in Chesterfield, MO, with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Concorde Investment Services, LLC since 2012, alongside his role at Adaptive Wealth Management since 2010. Outside of advisory work, he serves on the board of the St. Louis Chapter of the Fellowship of Christian Athletes and is involved in business consulting through Bridge Profit Solutions, LLC. Adaptive Wealth Management provides discretionary portfolio management and comprehensive financial planning for individuals, including high-net-worth clients, as well as business, charitable, and pension clients. The firm employs an active money management strategy using technical indicators, intermarket analysis, and AI-driven models to generate trading signals aimed at short-term market direction.
Based on Adaptive Wealth Management, LLC
Based on Adaptive Wealth Management, LLC
$3,000 for a written financial plan payable upon presentation
$0.00 - $250,000.00: 2.00% $250,001.00 - $500,000.00: 1.75% $500,001.00 - $750,000.00: 1.50% $750,001.00 - $1,000,000.00: 1.25% $1,000,001.00+: 1.00%
Managing Director sells securities and insurance products for sales commissions
$250 per hour for financial planning consultations
Fee-only: $250 per hour for financial planning consultations; $3,000 for a written financial plan
Chesterfield, MO
Missouri
Concorde Investment Services, LLC
2012 - Present (14 years)
Adaptive Wealth Management, LLC
2010 - Present (16 years)
Eric K Amundson Agency
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fenton, MO
Midwest Investment Advisors, LLC
Series 63, Series 65
Chesterfield, MO
Mills Barrington Advisors, LLC.
Series 65
Saint Louis, MO
Midwest Advisors LLC
ChFC®, Series 63
O' Fallon, MO
JM Lotshaw Consulting
Series 63, Series 65
Chesterfield, MO
Premier Wealth Advisory Services, Inc.
Series 66
St. Peters, MO
Durham Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")