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John Weldon Henry

OBS FINANCIAL SERVICES, INC.·PERRYSBURG, Ohio
Clean recordOBS FINANCIAL SERVICES, INC.
6330 LEVIS COMMON BLVD, PERRYSBURG, OH 43551CRD# 1910378Firm CRD# 138615

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Weldon Henry · PERRYSBURG, OH
Registration
CRD #1910378 · OBS FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Weldon Henry is a registered financial advisor based in PERRYSBURG, Ohio, affiliated with OBS FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
OBS FINANCIAL SERVICES, INC.
OBS FINANCIAL
AUM
$1.9B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at OBS FINANCIAL SERVICES, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1910378
Firm CRD# 138615
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Weldon Henry offer?
John Weldon Henry specializes in Investment Management, Wealth Management. Contact their office in PERRYSBURG, Ohio for a consultation.
What are John Weldon Henry's credentials?
John Weldon Henry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Weldon Henry located?
John Weldon Henry is based in PERRYSBURG, Ohio, working with OBS FINANCIAL SERVICES, INC.. Their office serves clients in the PERRYSBURG metropolitan area and surrounding communities.
How does John Weldon Henry charge for services?
John Weldon Henry's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OBS FINANCIAL SERVICES, INC.?
OBS FINANCIAL SERVICES, INC. has approximately 29 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OBS FINANCIAL SERVICES, INC.

Mark Elliott Backes
WHITEHOUSE, OH

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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
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Research
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