Darren
Obrecht

Captrust

CRD#4591916
Investment Advisor
in Omaha, NE

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About this Advisor

Darren Obrecht is a financial advisor who works out of Omaha, Nebraska with 1 year of relevant experience. Obrecht is on the advisory team at Captrust. Throughout their career, Obrecht has worked at Frontier Wealth Management, LLC, Capfinancial Partners, LLC (Captrust) and Karstens Investment Counsel, Inc. Obrecht maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Nebraska and Texas. Captrust is a business that has its headquarters in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 employees. It oversees $715 billion in assets under management across its 76,254 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 136 charities and foundations. Of its 76,254 customer accounts, 33% belong to high-net-worth clients who have more than $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Captrust may include any combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

10250 Regency Circle, Suite 100
Omaha, NE 68114

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Captrust Brokerage Details

Total Assets Under Management

$714,587,898,072

NE Average: $3,625,019,099
Total Number of Employees

1,338

NE Average: 22
Total Number of Accounts

76,254

NE Average: 1,917
Average Account Size

$9,371,153

NE Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Darren Obrecht Work History

Darren has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Capfinancial Partners, LLC (Captrust)

2020 - 2022 (2 years)

Frontier Wealth Management, LLC

2006 - 2020 (14 years)

Karstens Investment Counsel, Inc

*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 Darren 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 Captrust

Kristopher Byrd
Raleigh, NC
Kirk Futrell
Chesterton, IN
Casey Pogodzinski
Raleigh, NC
Vivian Houchens
Raleigh, NC
Edward Bock
Akron, OH
Christopher Riley
Wilmington, NC
Nicholas Mellone
Leesburg, VA
Eric Benedict
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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