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John Weldon Henry

OBS FINANCIAL SERVICES, INC.·PERRYSBURG, Ohio
Series 6, Series 7, Series 24, Series 63, Series 6512 years registeredOBS 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. · 12 years registered
Brand Profile
Not yet started
01

Career History

ASSETMARK, INC.
Mar 2026 – present
OBS FINANCIAL
Aug 2014 – Mar 2020
PERRYSBURG, OH
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 1, 2014
Years registered · 12
03

Disclosure History

2016Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
OBS FINANCIAL SERVICES, INC.
CRD 138615 · SEC 801-65110
AUM
$1.9B
Regulatory assets under management
Employees
29
4,642 client accounts
Services offered by OBS FINANCIAL SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at OBS FINANCIAL SERVICES, INC. →
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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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