Christopher Oberholzer has been President, Managing Member of Infinity Wealth Counsel since March 2014, is a control person of the firm and directly owns 75% or more of it. Christopher Oberholzer holds a B.S. in Business Administration from the University of Dayton.
Infinity Wealth Counsel, LLC is a Loveland, OH firm with $152M under management, 125 clients and 2 advisers in one office, as of its February 2026 filing.
Chris Oberholzer is Founder and President of Infinity Wealth Counsel. He is the lead Financial Advisor at the firm, which he founded in 2014. Oberholzer has spent 30+ years in the financial planning industry.
Christopher Oberholzer’s longest registration is the current one, 12 years at Infinity Wealth Counsel since 2014. Before joining Infinity Wealth Counsel in 2014, Christopher Oberholzer was registered through Wealth Dimensions Group, LTD.
- Infinity Wealth Counsel, LLCCurrent– present · 12 yearsLoveland, OH · Adviser representative · Firm CRD 171959
- Wealth Dimensions Group, LTD.– · 11 yearsCincinnati, OH · Adviser representative · Firm CRD 107618
Professional designations
Listed by Infinity Wealth Counsel
- CFP®
Investment adviser representative registrations
Christopher Oberholzer is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in June 2014.
- OhioSince 30 June 2014
- TexasResidentSince 24 June 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 June 1993 |
| Series 7 | General Securities Representative Examination | 10 September 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Robert Oberholzer
- CRD
- 2261553
- Firm
- Infinity Wealth Counsel · CRD 171959
- Role
- President, Managing Member
- Office
- 433 WEST LOVELAND AVE, SUITE 100, Loveland, OH 45140
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- infinitywealth.com
Where does Christopher Oberholzer work?
Christopher Oberholzer has been President, Managing Member of Infinity Wealth Counsel, LLC since March 2014, and is a control person of the firm.
Is Christopher Oberholzer a financial advisor?
Yes. Christopher Oberholzer has a current investment-adviser registration in Ohio and Texas, through Infinity Wealth Counsel since June 2014.
How many years of experience does Christopher Oberholzer have?
Christopher Oberholzer has 23 years in the financial industry, since March 2003, across 2 adviser firms.
What exams has Christopher Oberholzer passed?
Christopher Oberholzer has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1992.
Where is Christopher Oberholzer based?
Christopher Oberholzer’s registered office is in Loveland, OH.
Is Christopher Oberholzer registered with FINRA?
No. Christopher Oberholzer has no current broker registration.
Is Christopher Oberholzer a CFP?
Infinity Wealth Counsel lists Christopher Oberholzer with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Christopher Oberholzer’s record?
Search CRD 2261553 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Oberholzer’s full registration record.