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Matthew J. Oberholzer

Chief Compliance OfficerInfinity Wealth Counsel, LLCCRD 7064345

About Matthew J. Oberholzer

Matthew J. Oberholzer is listed as Chief Compliance Officer at Infinity Wealth Counsel, LLC in Loveland, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Infinity Wealth Counsel, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew J. Oberholzer work?

Matthew J. Oberholzer is listed as Chief Compliance Officer at Infinity Wealth Counsel, LLC on SEC Form ADV.

How much of Infinity Wealth Counsel, LLC does Matthew J. Oberholzer own?

Form ADV reports a beneficial ownership band of Under 5%.

Infinity Wealth Counsel, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023