AdvisorOS Directory
Claim Profile
JH

John Weldon Henry

OBS FINANCIAL SERVICES, INC.·PERRYSBURG, Ohio
Unclaimed Profile
6330 LEVIS COMMON BLVD, PERRYSBURG, OH 43551CRD# 1910378Firm CRD# 138615
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PERRYSBURG?

Browse all registered financial advisors in PERRYSBURG, Ohio or claim this profile if it's yours.

Browse PERRYSBURG AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile