Adam Obrecht (CRD# 3231002) is an Investment Advisor Representative working at AO Wealth Advisory in Urbandale, IA and has over 19 years of experience in the finance industry. Adam Obrecht has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| A.o. Wealth Advisory,llc Dba Ao Wealth Advisory | Urbandale, IA | Jun 2017 - Current | 6 |
| A.o. Wealth Advisory,llc Dba Ao Wealth Advisory | Urbandale, IA | Jun 2010 - Current | 13 |
| Broker Dealer Financial Services Corp. | West Des Moines, IA | Oct 2006 - Dec 2017 | 11 |
| Investment Advisor Corp. | West Des Moines, IA | Oct 2006 - Aug 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2003 |
- IA
- TX
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts1,091ACCOUNTS
-
Average Account Value$134,509
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
IA, TX
Advisory services offered through A.O. Wealth Advisory, LLC, a registered investment adviser.
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