O'brien And Associates, Inc.

O'brien And Associates, Inc. (CRD# 115159) is a financial advisory firm headquartered in , . They manage $36,255,005 in 237 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $152,975
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at O'brien And Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Valerie Ehler, financial advisor West Union IA
Valerie K. Ehler
CRD#: 4459506
West Union, IA

Valerie Ehler (CRD# 4459506) is an Investment Advisor Representative working at O'brien And Associates, Inc. in West Union, IA and has 1 year of experience in the finance industry.

2
Bruce Ehler, financial advisor West Union IA
Bruce G. Ehler
CRD#: 7182116
West Union, IA

Bruce Ehler (CRD# 7182116) is an Investment Advisor Representative working at O'brien And Associates, Inc. in West Union, IA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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