Adam Obrecht

CFP®, CKA
Personal Finance, Retirement, Investing
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“Founder and Owner of AO Wealth Advisory, Adam Obrecht helps his clients maximize their earnings, invest wisely, and feel confident in giving generously.”
Firm:

AO Wealth Advisory

Job Title:

Financial Planner & Owner

Biography:

Adam Obrecht, CFP® is the founder of AO Wealth Advisory.  Adam has the Certified Financial Planner™ designation, Certified Kingdom Advisor designation, and Master of Business Administration degree with Personal Financial Planning emphasis.

Before starting AO Wealth Advisory, Adam was Manager of Investment Management Services at LWBJ Financial in West Des Moines, Iowa.  For over five years Adam was Vice President at Broker Dealer Financial Services Corp. in West Des Moines, Iowa.  

Professional involvement includes member of the Financial Planning Association of IowaUrbandale Chamber of Commerce member, and Kingdom Advisors.  Adam has held leadership positions as the past president of the Financial Planning Association of Iowa and past president of the Urbandale School Board.  He served as Urbandale Chamber of Commerce Board Member, Chair for the Urbandale Chamber of Commerce Governmental Affairs Committee, and Urbandale Chamber Liaison for the Urbandale Jaycees.  He was president for the Urbandale Dollars for Scholars, graduate of the Polk County Citizens Academy, mayoral appointee to the Des Moines Area Metropolitan Planning Organization, member of the Polk County Economic Development Task Force, and graduate of Leadership Urbandale.  

The Des Moines Business Record named Adam to its Forty under 40 Class of 2008. In 2009/2010 Adam was one of 40 professionals from around the state of Iowa that completed Leadership Iowa through the Association of Business and Industry.  

Adam is a speaker to area organizations and businesses on financial planning topics and has been quoted in Des Moines area newspapers and magazines.  Adam was an adjunct professor at AIB College of Businessand taught college education classes in the areas of investments and banking.

Adam was raised in the small town of Malvern, Iowa and graduated from Iowa State University with a degree in Agricultural Business.  After college he was an agricultural and commercial loan officer, as well as city treasurer, in Osage, Iowa.

He resides in Urbandale, Iowa with his wife and sons.

Education:

BS, Agricultural Business, Iowa State University
MBA, Personal Finance, Indiana Weslyan University

Assets Under Management:

$75 million

Fee Structure:

Fee-Based

CRD Number:

3231002

Insurance License:

#6899440

Disclaimer:

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

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