Adam B. Obrecht

Adam B. Obrecht, Director of Investment Management Services for LWBJ, oversees the money management division. Adam works with high net worth individuals and successful closely held businesses, on how to best manage, preserve and grow the wealth they have accumulated taking into consideration the specific and necessary tax, estate, liquidity and wealth planning objectives of each client. Adam's focus is on risked based return along with bringing common sense, value and integrity to investment management. Client education has always been at the center of Adam’s practice.

Prior to joining LWBJ’s Premier Private Wealth, Adam was a Manager at Broker Dealer Financial Services Corp., a regional Brokerage firm focusing on sophisticated asset management and asset allocation strategies. He managed the sales of mutual funds and worked with 250 representatives on advanced planning techniques. Prior to BDFS Adam was a loan officer for a national bank.

Adam is a graduate of Iowa State University with a BS in Agricultural Business and a Minor in Political Science. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), Urbandale Jaycees, and a Board member for the Urbandale Chamber of Commerce.