Phone: 515-331-6855
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AO Wealth Advisory

  • Finance/Investments
  • Finance/Annuities
  • Finance/Retirement Planning
  • Finance/Brokerages
  • Insurance-Finance/Agents
  • Insurance-Finance/Administrative
  • Insurance-Finance/Services
  • Insurance-Finance/Brokerages
  • Finance/Services
  • Finance/Consumer Services
2570 106th Street
Suite A
Urbandale, IA 50322
(515) 224-7849
(800) 224-6140 (fax)
Hours:
8:30 to 4:30 or by appointment

About Us

Adam Obrecht is a Certified Financial Planner practitioner and provides retirement, philanthropic, and estate planning, as well as a wide variety of investment management, insurance services, and read more
  • About

    Adam Obrecht is a Certified Financial Planner practitioner and provides retirement, philanthropic, and estate planning, as well as a wide variety of investment management, insurance services, and education planning. His mission is to help clients maximize what they earn, invest wisely, and give generously to their family, charities, and community. Adam promises his clients one-on-one communication and a long term relationship to achieve their financial goals. He welcomes the chance to speak to companies and service groups on financial planning topics. Adam offers no cost consultations to prospective clients. His clients include business owners, young professionals, families, and professional athletes. To make an appointment call 515-224-7849 or email aobrecht@aowealthadvisory.com.

    Advisory services offered through Investment Advisors Corp., an SEC registered investment adviser. Securities offered through Broker Dealer Financial Services Corp., Member FINRA & SIPC.

  • Highlights

    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Education Planning
    • Life Insurance
  • Media

  • Whom to Contact

    • Andrea Negrete
      Phone: (515) 224-7849
      Fax: (800) 224-6140
    • Mr. Adam Obrecht, CFP
      Owner
      Phone: (515) 224-7849
      Fax: (800) 224-6140
    • Eric Williams
  • Directions

    From Hickman - Turn North at 104th street stoplight, then take a quick left on the frontage road in front of the green roofed plaza. Follow curve to the right and the office will be on your left.