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Infinity Wealth Counsel, LLC CRD 171959
$152M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
433 West Loveland Ave Suite 100, Loveland, OH 45140 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-06-30 |
| TX | RA | APPROVED_RES | 2014-06-24 |
Branch Locations
433 West Loveland Ave Suite 100, Loveland, OH 45140 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infinity Wealth Counsel, Llc | Loveland | OH | 06/2014 | Present |
FALLENOAK PROPERTIES, LLC TITLE: MANAGING MEMBER 100% OWNED BY: IRA SERVICES TRUST COMPANY FBO CHRISTOPHER OBERHOLZER IRA PROVIDES NO INCOME TO ME DIRECTLY - IRA COLLECTS ABOUT $2000/MONTH IN RENT AFTER EXPENSES LESS THAN 1 HOUR PER MONTH ALL MANAGEMENT AND REPAIRS ARE PERFORMED BY AN OUTSIDE CONTRACTOR LOCATED IN LOVELAND OHIO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-18 |
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