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Mark Elliott Backes

OBS FINANCIAL SERVICES, INC.·WHITEHOUSE, Ohio
Unclaimed Profile
10200 WATERVILLE STREET, WHITEHOUSE, OH 43571CRD# 4102325Firm CRD# 138615
01

About

Mark Elliott Backes is a registered financial advisor based in WHITEHOUSE, 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# 4102325
Firm CRD# 138615
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Elliott Backes offer?
Mark Elliott Backes specializes in Investment Management, Wealth Management. Contact their office in WHITEHOUSE, Ohio for a consultation.
What are Mark Elliott Backes's credentials?
Mark Elliott Backes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Elliott Backes located?
Mark Elliott Backes is based in WHITEHOUSE, Ohio, working with OBS FINANCIAL SERVICES, INC.. Their office serves clients in the WHITEHOUSE metropolitan area and surrounding communities.
How does Mark Elliott Backes charge for services?
Mark Elliott Backes'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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
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