Adam
Obrecht
Ao Wealth Advisory
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About this Advisor
Adam Obrecht is a certified financial planner operating in Urbandale, Iowa who has 6 years of industry experience. Obrecht is an employee of Ao Wealth Advisory. Throughout their career, they have worked at Investment Advisor Corp, A.O. Wealth Advisory, LLC Dba Ao Wealth Advisory and Broker Dealer Financial Services Corp. Obrecht has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Iowa and Texas. Ao Wealth Advisory is a financial advisory firm that has its headquarters in Urbandale, IA. It has $121 million in assets between its 1,044 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,044 customer accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Ao Wealth Advisory offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors typically vary depending on the services provided. Fees charged by Ao Wealth Advisory most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ao Wealth Advisory Brokerage Details
$121,445,030
3
1,044
$116,327
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Adam Obrecht Work History
Adam has been registered as a financial advisor for 6 years.*
A.O. Wealth Advisory,LLC Dba Ao Wealth Advisory
A.O. Wealth Advisory,LLC Dba Ao Wealth Advisory
Investment Advisor Corp
Broker Dealer Financial Services Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Obrecht to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ao Wealth Advisory
Urbandale, IA
Urbandale, IA
Urbandale, IA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
