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OBS FINANCIAL SERVICES, INC.
OBS FINANCIAL SERVICES, INC.
OBS FINANCIAL
PERRYSBURG, Ohio
·
2 registered advisors
·
CRD# 138615
SEC# 801-65110
3
419-482-4500
01
Firm Overview
AUM
$1.9B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Investment Management
Wealth Management
04
Advisors at OBS FINANCIAL SERVICES, INC.
2 registered advisors
John Weldon Henry
PERRYSBURG, Ohio
CRD# 1910378
Mark Elliott Backes
WHITEHOUSE, Ohio
CRD# 4102325
05
Office Locations
PERRYSBURG, Ohio
1 advisor
WHITEHOUSE, Ohio
1 advisor
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Data sourced from SEC Form ADV filings. OBS FINANCIAL SERVICES, INC. (CRD# 138615) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.