Christopher R. Oberholzer
INFINITY WEALTH COUNSEL
Loveland, OH 45140
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CRD#: 2261553
Professional summary
Christopher Robert Oberholzer, CFP® is a registered financial advisor currently at INFINITY WEALTH COUNSEL, LLC located in Loveland, Ohio.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Christopher has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Robert Oberholzer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
June 24, 2014 - Present
INFINITY WEALTH COUNSEL, LLC
Office #1: 433 West Loveland Ave Suite 100, Loveland, OH 45140RIA
CRD#: 171959
Loveland, OH
Past
March 31, 2003 - July 16, 2014
WEALTH DIMENSIONS GROUP, LTD.
RIA
CRD#: 107618
CINCINNATI, OH
Past
August 9, 1995 - February 19, 2008
FSC SECURITIES CORPORATION
BD
CRD#: 7461
CINCINNATI, OH
Past
October 28, 1992 - August 10, 1995
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
IRVINE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
INFINITY WEALTH COUNSEL, LLC
INFINITY WEALTH COUNSEL, LLC
CRD#: 171959 / SEC#: 801-126090
RIA
Registered Investment Advisory firm - (7/15/2022 Approved)California
Registered Investment Advisory firm - (8/26/2022 Terminated)Indiana
Registered Investment Advisory firm - (7/28/2022 Terminated)Kentucky
Registered Investment Advisory firm - (7/28/2022 Terminated)Ohio
Registered Investment Advisory firm - (7/28/2022 Terminated)Texas
Registered Investment Advisory firm - (7/27/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(6/30/2014)
IAR
Texas(6/24/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
IW
INFINITY WEALTH COUNSEL, LLC
INFINITY WEALTH COUNSEL, LLC
CRD#: 171959 / SEC#: 801-126090
RIA
Registered Investment Advisory firm - (7/15/2022 Approved)California
Registered Investment Advisory firm - (8/26/2022 Terminated)Indiana
Registered Investment Advisory firm - (7/28/2022 Terminated)Kentucky
Registered Investment Advisory firm - (7/28/2022 Terminated)Ohio
Registered Investment Advisory firm - (7/28/2022 Terminated)Texas
Registered Investment Advisory firm - (7/27/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
433 West Loveland Ave Suite 100, Loveland, OH 45140
Mailing Address
Phone number
(513) 563-3500
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 360 |
| AUM (Assets Under Management) | $ 132,617,856 |
Red Flags
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Company Information
INFINITY WEALTH COUNSEL, LLC
CRD#: 171959Loveland, OH 45140TRUST BUT VERIFY
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