Adam Obrecht has been Managing Member and Chief Compliance Officer of A.o. Wealth Advisory,llc since June 2017, is a control person of the firm and directly owns 75% or more of it. Adam Obrecht holds a Degree in Agricultural Business from Iowa State University and a Master of Business Administration degree with Personal Financial Planning emphasis.
A.o. Wealth Advisory,llc is an Urbandale, IA firm with $213M under management, 311 clients and 4 advisers in one office, as of its February 2026 filing.
Adam Obrecht is CEO/Founder of AO Wealth Advisory, based in Urbandale, Iowa. Before starting the firm, he was Manager of Investment Management Services at LWBJ Financial in West Des Moines and previously spent more than five years as Vice President at Broker Dealer Financial Services Corp. He previously served seven years on the Urbandale School Board and four years on the Urbandale City Council.
Adam Obrecht’s longest registration was 14 years at Investment Advisors Corp (2003–2017). Before joining A.o. Wealth Advisory,llc in 2017, Adam Obrecht was registered through Investment Advisors Corp.
- Ao Wealth AdvisoryCurrent– present · 9 yearsUrbandale, IA · Adviser representative · Firm CRD 288301
- Investment Advisors Corp– · 14 yearsUrbandale, IA · Adviser representative · Firm CRD 117531
Professional designations
Listed by A.o. Wealth Advisory,llc
- CFP®
- Certified Kingdom Advisor®
Investment adviser representative registrations
Adam Obrecht is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2017; the most recent is Texas, in March 2018.
- IowaSince 16 June 2017
- TexasResidentSince 14 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 June 2003 |
| Series 51 | Municipal Fund Securities Principal Examination | 19 March 2003 |
| Series 24 | General Securities Principal Examination | 8 January 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 July 1999 |
| Series 7 | General Securities Representative Examination | 13 July 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Adam Bain Obrecht
- CRD
- 3231002
- Firm
- A.o. Wealth Advisory,llc · CRD 288301
- Role
- Managing Member and Chief Compliance Officer
- Office
- 2570 106TH STREET, SUITE A, Urbandale, IA 50322
- Registration
- Investment adviser registration
- In the industry since
- July 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aowealthadvisory.com
Where does Adam Obrecht work?
Adam Obrecht has been Managing Member and Chief Compliance Officer of A.o. Wealth Advisory,llc since June 2017, and is a control person of the firm.
Is Adam Obrecht a financial advisor?
Yes. Adam Obrecht has a current investment-adviser registration in Iowa and Texas, through A.o. Wealth Advisory,llc since June 2017.
How many years of experience does Adam Obrecht have?
Adam Obrecht has 27 years in the financial industry, since July 1999, across 2 adviser firms.
What exams has Adam Obrecht passed?
Adam Obrecht has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 51 and Series 65. The earliest, the Series 7, was passed in July 1999. FINRA credited Adam Obrecht with the SIE, which began in October 2018.
Where is Adam Obrecht based?
Adam Obrecht’s registered office is in Urbandale, IA.
Is Adam Obrecht registered with FINRA?
No. Adam Obrecht has no current broker registration.
Is Adam Obrecht a CFP?
A.o. Wealth Advisory,llc lists Adam Obrecht with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Adam Obrecht’s record?
Search CRD 3231002 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Obrecht’s full registration record.
