CO
Christopher Oberholzer
from Infinity Wealth Counsel, LLC
Christopher Oberholzer is a financial advisor based in Ohio, Loveland,
with 32 years of experience. Christopher currently works for
Infinity Wealth Counsel, LLC.
Christopher maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Christopher Oberholzer works at Infinity Wealth Counsel, LLC
Infinity Wealth Counsel, LLC is a financial advisory firm based in Loveland, Ohio. It currently has approximately $96,716,000 of assets under management and employs about 3 people. Infinity Wealth Counsel, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
433 West Loveland Ave, Suite 100, Loveland, Ohio, 45140
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