AO Wealth Advisory

Jose Leon III is a CFA® charterholder with experience at Principal Financial Group, Security Benefit, and Minnervas before joining AO Wealth Advisory. He has worked in the financial industry since 2013. AO Wealth Advisory serves individual investors, retirement plans, trusts, estates, charitable organizations, and corporations by providing financial planning, personalized investment management, and consulting. The firm uses a combination of fundamental and technical analysis, quantitative modeling, and strategies including option writing to build customized portfolios, managing accounts primarily on a discretionary basis.

Daycen Douglass is a financial advisor at AO Wealth Advisory with a Series 65 credential and three years of industry experience. Before joining AO Wealth Advisory, he worked at Fareway Stores and Menards, and previously spent 14 years at Union Community Schools. AO Wealth Advisory serves individual investors, including high-net-worth clients, as well as retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides financial planning, personalized investment management, and consulting using a mix of fundamental and technical analysis, quantitative modeling, and various investment strategies.

Adam Obrecht is a CFP® with 26 years of industry experience, currently serving as an advisor at AO Wealth Advisory. He has worked with the firm since 2010 and previously held roles at Broker Dealer Financial Services Corp. and Investment Advisor Corp. He serves as a board member for the Financial Planning Association, contributing to membership activities. AO Wealth Advisory provides financial planning, investment management, and consulting services to individual investors, retirement plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with quantitative modeling to create customized portfolios and serves clients through discretionary and non-discretionary arrangements.

Eric Williams is a Series 65-licensed financial advisor with AO Wealth Advisory in Urbandale, IA, bringing nine years of industry experience. He has worked with AO Wealth Advisory since 2017 and has been associated with Investment Advisors Corp since 2015. Outside of his advisory work, Williams is the owner and creator of the writing and marketing website Words of Williams and is involved with affiliated marketing through You Need a Budget. AO Wealth Advisory serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing financial planning, personalized investment management, and consulting services. The firm uses a combination of fundamental and technical analysis along with quantitative modeling to build customized portfolios and manages accounts primarily on a discretionary basis.