Matthew Oberholzer has been Chief Compliance Officer of Infinity Wealth Counsel since January 2023, is a control person of the firm and directly owns under 5% of it.
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.
- Infinity Wealth Counsel, LLCCurrent– present · 4 yearsLoveland, OH · Adviser representative · Firm CRD 171959
Investment adviser representative registrations
Matthew Oberholzer is registered as an investment adviser representative in 2 states. The first approvals date from May 2022; the most recent is Texas, in June 2022.
- OhioSince 9 May 2022
- TexasSince 15 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 12 February 2019 |
| SIE | Securities Industry Essentials Examination | 25 January 2019 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Matthew J. Oberholzer
- CRD
- 7064345
- Firm
- Infinity Wealth Counsel · CRD 171959
- Role
- Chief Compliance Officer
- Office
- 433 WEST LOVELAND AVE, SUITE 100, Loveland, OH 45140
- Registration
- Investment adviser registration
- In the industry since
- April 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Oberholzer work?
Matthew Oberholzer has been Chief Compliance Officer of Infinity Wealth Counsel, LLC since January 2023, and is a control person of the firm.
Is Matthew Oberholzer a financial advisor?
Yes. Matthew Oberholzer has a current investment-adviser registration in Ohio and Texas, through Infinity Wealth Counsel since May 2022.
How many years of experience does Matthew Oberholzer have?
Matthew Oberholzer has 6 years in the financial industry, since April 2020, across 1 adviser firm.
What exams has Matthew Oberholzer passed?
Matthew Oberholzer has passed 2 licensing exams: the SIE and Series 6TO. The earliest, the SIE, was passed in January 2019.
Where is Matthew Oberholzer based?
Matthew Oberholzer’s registered office is in Loveland, OH.
Is Matthew Oberholzer registered with FINRA?
No. Matthew Oberholzer has no current broker registration.
How can I verify Matthew Oberholzer’s record?
Search CRD 7064345 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Oberholzer’s full registration record.
