Unclaimed Profile

Adam Bain Obrecht

A.O. WEALTH ADVISORY,LLC·URBANDALE, Iowa

SIE, Series 7, Series 24, Series 51, Series 63, Series 65CFPClean record23 years registeredA.O. WEALTH ADVISORY,LLC

2570 106TH STREET, SUITE A, URBANDALE, IA 50322CRD# 3231002Firm CRD# 288301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Bain Obrecht · URBANDALE, IA

Registration

CRD #3231002 · A.O. WEALTH ADVISORY,LLC · 23 years registered

Brand Profile

Not yet started

Career History

AO WEALTH ADVISORY

Jun 2017 – present

INVESTMENT ADVISORS CORP

Jul 2003 – Aug 2017

URBANDALE, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · July 10, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

A.O. WEALTH ADVISORY,LLC

CRD 288301 · SEC 801-120730

AUM

$147M

Regulatory assets under management

Employees

1,091 client accounts

Services offered by A.O. WEALTH ADVISORY,LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at A.O. WEALTH ADVISORY,LLC →

Introduction

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Frequently Asked Questions

What services does Adam Bain Obrecht offer?

Adam Bain Obrecht specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in URBANDALE, Iowa for a consultation.

What are Adam Bain Obrecht's credentials?

Adam Bain Obrecht holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam Bain Obrecht located?

Adam Bain Obrecht is based in URBANDALE, Iowa, working with A.O. WEALTH ADVISORY,LLC. Their office serves clients in the URBANDALE metropolitan area and surrounding communities.

How does Adam Bain Obrecht charge for services?

Adam Bain Obrecht's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is A.O. WEALTH ADVISORY,LLC?

A.O. WEALTH ADVISORY,LLC has approximately 3 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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