Adam B. Obrecht,  CFP<sup>&reg;</sup> - Financial Advisor

Adam B. Obrecht, CFP®

CEO

AO Wealth Advisory

2570 106th Street, Suite A
Urbandale, IA 50322
FINANCIAL ADVISOR'S WEBSITE
(515) 224-7849 CONNECT WITH Adam
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General

Adam Obrecht is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AO Wealth Advisory in Urbandale, IA and the surrounding communities.

Financial Advisor Overview

Our focus is to guide you on a path to maximize what you earn, invest wisely, and give generously. We offer personalized strategies to help you make sense of the investment landscape.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Kingdom Advisor

Insurance Licenses

  • Life insurance: IA
  • Health/disability insurance: IA
  • Fixed annuities: IA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Advisory services offered through A.O. Wealth Advisory, LLC, a registered investment adviser.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Investment Management, Irregular Income, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources