Adam Obrecht, CFP®

Current

• Manager at LWBJ Financial

Education

• Iowa State University

Recommended

5 people have recommended Adam

Connections

256 connections

Industry

Financial Services

Adam Obrecht, CFP®’s Summary

My investment practice can be distiguished by personal service, risk managent, values and a common sense approach to servicing clients needs. My clients are individuals who have their eyes on long-term goals and want to improve their financial condition.

Investment Advisor Representative of Investment Advisors Corp., A Registered Investment Advisor

Securities offered through Broker Dealer Financial Services Corp., Member FINRA & SIPC

Adam Obrecht, CFP®’s Experience

• Manager

  LWBJ Financial

  (Privately Held; Financial Services industry)

  October 2006 — Present (2 years 10 months)