OBS Financial Services Inc
Legal Name: OBS FINANCIAL SERVICES, INC.
Full Contact Details
OBS Financial Services Inc
6330 LEVIS COMMON BLVD, PERRYSBURG, OH
419-482-4500
419-458-2874
Other Info
OBS Financial Services Inc, a DE corporation, has a total of 32 employees, with 14 working in advisory roles. While the number of clients served remains undisclosed, the firm's SEC status is approved, having been registered since February 1, 2006.
Website
Website
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AssetMark is a turnkey asset management platform for financial advisors specifically tailored to help investors achieve their life goals.
Direct Owners
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CATHERINE ELIZABETH FARLEY
CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER owns less than 5%
-
JOHN WELDON HENRY
CHIEF EXECUTIVE OFFICER owns less than 5%
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OBS HOLDINGS, INC.
HOLDING COMPANY owns 75% or more
Indirect Owners
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CANANDAIGUA NATIONAL BANK
MEMBER owns 75% or more
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WBI OBS FINANCIAL, LLC
SHAREHOLDER owns 75% or more