Infinity Wealth Counsel, LLC

Infinity Wealth Counsel, LLC (CRD# 171959) is a financial advisory firm headquartered in Loveland, OH. They manage $122,792,000 in 383 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
433 West Loveland Ave, Suite 100, Loveland, OH 45140
https://www.infinitywealthcounsel.com
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $320,606
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IN, KY, NH, OH, TX

Financial Advisors at Infinity Wealth Counsel, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Oberholzer, financial advisor Loveland OH
Christopher R. Oberholzer
CRD#: 2261553
433 West Loveland Ave, Suite 100, Loveland, OH 45140

Christopher Oberholzer (CRD# 2261553) is an Investment Advisor Representative working at Infinity Wealth Counsel, LLC in Loveland, OH and has over 30 years of experience in the finance industry.

2
Matthew Oberholzer, financial advisor Loveland OH
Matthew J. Oberholzer
CRD#: 7064345
433 West Loveland Ave, Suite 100, Loveland, OH 45140

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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