Matthew J. Oberholzer
CFP®Professional Summary
Matthew J. Oberholzer, CFP®, who also goes by Matthew John Oberholzer, is a registered financial advisor currently at INFINITY WEALTH COUNSEL, LLC located in Loveland, Ohio. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 2 firms and has passed the Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew John Oberholzer
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CAPITAL ADVISORY SERVICES, LLC
Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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CAPITAL ADVISORY SERVICES, LLC
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Disclosures on record.
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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
INFINITY WEALTH COUNSEL, LLC
Contact Information
Main Address
433 West Loveland Ave Suite 100, Loveland, OH 45140Phone Number
(513) 563-3500# of Employees
4SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
422AUM (Assets Under Management)
$151,948,550Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
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.
The advisor shows no other business activity.
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CAPITAL ADVISORY SERVICES, LLC
Primary Firm SEC Registration
INFINITY WEALTH COUNSEL, LLC
State Registrations and Notice Filings
(5/9/2022)
(6/15/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2019About the Series 6TO examSimilar Advisors
CAPITAL ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Matthew J. Oberholzer's CRS (Customer Relationship Summary).
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CAPITAL ADVISORY SERVICES, LLC
