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Matthew J. Oberholzer

INFINITY WEALTH COUNSEL, LLC·LOVELAND, Ohio
SIE, Series 6TOCFPClean record4 years registeredINFINITY WEALTH COUNSEL, LLC
433 WEST LOVELAND AVE, LOVELAND, OH 45140CRD# 7064345Firm CRD# 171959

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew J. Oberholzer · LOVELAND, OH
Registration
CRD #7064345 · INFINITY WEALTH COUNSEL, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

INFINITY WEALTH COUNSEL, LLC
May 2022 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Registration record
First registered · May 9, 2022
Years registered · 4
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INFINITY WEALTH COUNSEL, LLC
CRD 171959 · SEC 801-126090
AUM
$123M
Regulatory assets under management
Employees
3
383 client accounts
Services offered by INFINITY WEALTH COUNSEL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INFINITY WEALTH COUNSEL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Matthew J. Oberholzer offer?
Matthew J. Oberholzer specializes in Financial Planning, Investment Management. Contact their office in LOVELAND, Ohio for a consultation.
What are Matthew J. Oberholzer's credentials?
Matthew J. Oberholzer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew J. Oberholzer located?
Matthew J. Oberholzer is based in LOVELAND, Ohio, working with INFINITY WEALTH COUNSEL, LLC. Their office serves clients in the LOVELAND metropolitan area and surrounding communities.
How does Matthew J. Oberholzer charge for services?
Matthew J. Oberholzer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INFINITY WEALTH COUNSEL, LLC?
INFINITY WEALTH COUNSEL, LLC has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INFINITY WEALTH COUNSEL, LLC

Christopher Robert Oberholzer
LOVELAND, OH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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