Infinity Wealth Counsel, LLC
Infinity Wealth Counsel, LLC (CRD# 171959) is a financial advisory firm headquartered in Loveland, OH. They manage $45,571,553 in 177 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management46MILLION
Total Number of Accounts177ACCOUNTS
Average Account Value$257,466
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
KY, OH, TX
Christopher Oberholzer (CRD# 2261553) is an Investment Advisor Representative working at Infinity Wealth Counsel, LLC in Loveland, OH and has over 24 years of experience in the finance industry. Christopher 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.