John Henry, financial advisor Whitehouse OH
93 score

John Henry

CRD Number: 1910378
Current Firm: Obs Financial

John Henry (CRD# 1910378) is an Investment Advisor Representative working at Obs Financial in Whitehouse, OH and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Obs Financial Services, Inc. Whitehouse, OH Jan 2008 - Current 8
Obs Brokerage Services, Inc. Whitehouse, OH Oct 2007 - Jul 2014 6
Cuna Brokerage Services, Inc. Madison, WI May 1998 - Sep 2007 9
Cuna Mutual Insurance Society Madison, WI Jan 1998 - Sep 2007 9
Cuna Brokerage Services, Inc. West Chester, OH Jan 1991 - Sep 2007 16
Cuna Brokerage Services, Inc. Madison, WI Feb 1989 - Sep 2007 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for John W. Henry
Phone Number: 419-482-4500
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,512
    MILLIONS
  • Total Number of Accounts
    8,597
    ACCOUNTS
  • Average Account Value
    $175,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93

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