Matthew Oberholzer (CRD# 7064345) is an Investment Advisor Representative working at Infinity Wealth Counsel, LLC in Loveland, OH and has 1 year of experience in the finance industry. Matthew Oberholzer 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.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinity Wealth Counsel, LLC | Loveland, OH | Feb 2021 - Current | 3 |
| J.p. Morgan Securities LLC | Cincinnati, OH | Jan 2019 - Feb 2021 | 2 |
| Jpmorgan Chase Bank, N.a. | Cincinnati, OH | Jan 2019 - Feb 2021 | 2 |
| United States Army | Fort Stewart, GA | Feb 2018 - Dec 2018 | < 1 |
| United States Army | Fort Stewart, GA | Mar 2017 - Feb 2018 | < 1 |
| United States Army | Fort Stewart, GA | Nov 2016 - Mar 2017 | < 1 |
| United States Army | Fort Stewart, GA | Aug 2015 - Nov 2016 | 1 |
| United States Army | Fort Benning, GA | Dec 2014 - Aug 2015 | < 1 |
| Infinity Wealth Counsel | Loveland, OH | May 2014 - Dec 2014 | < 1 |
| University Of Dayton | Dayton, OH | Aug 2010 - May 2014 | 3 |
- OH
- TX
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Total Assets Under Management123MILLIONS
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Total Number of Accounts383ACCOUNTS
-
Average Account Value$320,606
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, IN, KY, NH, OH, TX
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