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Matthew J. Oberholzer

Infinity Wealth Counsel, LLC

Loveland, OH

CRD 7064345

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Employer firm

Infinity Wealth Counsel, LLC CRD 171959

$152M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Infinity Wealth Counsel, Llc

433 West Loveland Ave Suite 100, Loveland, OH 45140 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-15
OH RA APPROVED 2022-05-09
  • TX RA
    APPROVED
    Since 2022-06-15
  • OH RA
    APPROVED
    Since 2022-05-09

Branch Locations

433 West Loveland Ave Suite 100, Loveland, OH 45140 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Cincinnati OH 01/2019 02/2021
United States Army Fort Stewart GA 08/2015 11/2016
United States Army Fort Stewart GA 11/2016 03/2017
United States Army Fort Stewart GA 03/2017 02/2018
United States Army Fort Stewart GA 02/2018 12/2018
Jpmorgan Chase Bank, N.A. Cincinnati OH 01/2019 02/2021
Infinity Wealth Counsel, Llc Loveland OH 02/2021 Present
  • 01/2019 → 02/2021
    J.P. Morgan Securities Llc
    Cincinnati, OH
  • 08/2015 → 11/2016
    United States Army
    Fort Stewart, GA
  • 11/2016 → 03/2017
    United States Army
    Fort Stewart, GA
  • 03/2017 → 02/2018
    United States Army
    Fort Stewart, GA
  • 02/2018 → 12/2018
    United States Army
    Fort Stewart, GA
  • 01/2019 → 02/2021
    Jpmorgan Chase Bank, N.A.
    Cincinnati, OH
  • 02/2021 → Present
    Infinity Wealth Counsel, Llc
    Loveland, OH
Designations
  • Certified Financial Planner
Other Names
  • Matthew John Oberholzer

View on SEC IAPD

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MATTHEW JOSEPH MITHOEFER
SANDRA FAITH HALL
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FAITH FINANCIAL ADVISORS, INC. · LOVELAND, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Loveland, OH
LPL FINANCIAL LLC · LOVELAND, OH

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