Adam Obrecht CFP CKA MBA
About
Adam Obrecht CFP CKA MBA is from Urbandale, Iowa, United States. Adam is currently Founder | Owner | Financial Planner at AO Wealth Advisory, located in Urbandale, Iowa, United States. In Adam's previous role as a Manager of Investment Management Services at LWBJ Financial, Adam worked in until Jun 2010. Prior to joining LWBJ Financial, Adam was a Vice President of Mutual Fund/Unit Investment Trusts at Broker Dealer Financial Services Corp. and held the position of Vice President of Mutual Fund/Unit Investment Trusts.
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Adam Obrecht CFP CKA MBA's current jobs
* Create financial plans for clients in all stages of life * Manage client portfolios through investment management in constantly changing markets * Design estate and giving plans that are unique to each individual client * Guide clients through retirement planning so the need to be gainfully employed is a choice, not a necessity