Obs Financial

Obs Financial (CRD# 138615) is a financial advisory firm headquartered in Whitehouse, OH. They manage $1,511,524,610 in 8,597 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,512
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Obs Financial
Showing 1 - 9 of 9 top financial advisors.
1
John W. Henry
CRD#: 1910378
10200 Waterville Street, Whitehouse, OH 43571
93
Wealthminder
score

John Henry (CRD# 1910378) is an Investment Advisor Representative working at Obs Financial in Whitehouse, OH and has over 26 years of experience in the finance industry.

2
Margaret M. Meyer
CRD#: 4353279
10200 Waterville Street, Whitehouse, OH 43571
93
Wealthminder
score

Margaret Meyer (CRD# 4353279) is an Investment Advisor Representative working at Obs Financial in Whitehouse, OH and has over 15 years of experience in the finance industry.

3
Barbara S. Pople
CRD#: 6009259
1382 Timberlane Road, Suite B, Tallahassee, FL 32312
93
Wealthminder
score

Barbara Pople (CRD# 6009259) is an Investment Advisor Representative working at Obs Financial in Tallahassee, FL and has over 4 years of experience in the finance industry. Barbara Pople has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Anne H. Radcliffe
CRD#: 1485203
Cardiff By The Sea, CA
93
Wealthminder
score

Anne Radcliffe (CRD# 1485203) is an Investment Advisor Representative working at Obs Financial in Cardiff By The Sea, CA and has over 28 years of experience in the finance industry.

5
Robert R. Farris
CRD#: 6546285
2019 South 77 Sunshine Strip, Harlingen, TX 78550
90
Wealthminder
score

Robert Farris (CRD# 6546285) is an Investment Advisor Representative working at Obs Financial in Harlingen, TX and has 1 year of experience in the finance industry. Robert Farris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Randolph M. Pople
CRD#: 6075059
1382 Timberlane Road, Suite B, Tallahassee, FL 32312
90
Wealthminder
score

Randolph Pople (CRD# 6075059) is an Investment Advisor Representative working at Obs Financial in Tallahassee, FL and has 1 year of experience in the finance industry. Randolph Pople has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Catherine E. Farley
CRD#: 2314911
10200 Waterville Street, Whitehouse, OH 43571
89
Wealthminder
score

Catherine Farley (CRD# 2314911) is an Investment Advisor Representative working at Obs Financial in Whitehouse, OH and has over 2 years of experience in the finance industry.

8
John R. Kappus
CRD#: 2566965
10200 Waterville Street, Whitehouse, OH 43571
81
Wealthminder
score

John Kappus (CRD# 2566965) is an Investment Advisor Representative working at Obs Financial in Whitehouse, OH and has over 21 years of experience in the finance industry.

9
Paul S. Tarantino
CRD#: 4121914
1586 Main Street, Sarasota, FL 34236
78
Wealthminder
score

Paul Tarantino (CRD# 4121914) is an Investment Advisor Representative working at Obs Financial in Sarasota, FL and has over 4 years of experience in the finance industry.

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