515-331-6855

AO Wealth Advisory

  • Finance/Investments
  • Finance/Retirement Planning
  • Insurance-Finance/Administrative
  • Finance/Services
  • Finance/Consumer Services
  • Business Services/Consultants
  • Small Business Assistance
2570 106th Street
Suite A
Urbandale, IA 50322
(515) 224-7849
(800) 224-6140 (fax)
AO Wealth Advisory Website
Hours:
Monday - Friday 8:30 am to 5:00 pm
(or by appointment)

About Us

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.


Advisory… read more

  • About

    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.


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

  • Highlights

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

  • Media

  • Whom to Contact

    • Mike Johnson
      Financial Planner
      Phone: (515) 224-7849
      Send an Email
    • Andrea Negrete
      Phone: (515) 224-7849
      Fax: (800) 224-6140
      Send an Email
    • Mr. Adam Obrecht, CFP
      Owner
      Phone: (515) 224-7849
      Fax: (800) 224-6140
      Send an Email
    • Eric Williams
      Associate Financial Planner
      Phone: (515) 224-7849
      Send an Email

  • 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.