professional profile
Adam B Obrecht, CFP
Overview
Adam B Obrecht is an insurance agent and an investment adviser representative based in Urbandale, IA, with 27 years in the industry.
- Years in the industry
- 27
- States licensed
- 2
- States registered
- 2
- Carrier appointments
- 3
Contact
1 business email and 1 phone number on file
Registrations and licenses
- Licensed in 2 states
- Registered in 2 states
3 lines of authority, with every state and its dates
Firms
- Ao Wealth AdvisoryCurrent firm
Employment history since 2003
Carriers
3 active carrier appointments
Book and practice
Firm assets under management on file
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