Benjamin
Dobler
Personal Choice Financial Advisors, LLC
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About this Advisor
Benjamin Dobler is a certified financial planner working out of Cincinnati, Ohio with 2 years of industry experience. Dobler is currently employed by Personal Choice Financial Advisors, LLC. Dobler has gained experience at Ameriprise Financial Services, Inc, Ohio National Insurance Co, Northern Illinois University, Rachel Wixey & Associates, Renhill Group, Bowling Green State University, West Ohio Conference Of The United Methodist Church, Columbus Zoo & Aquarium, Personal Choice Financial Advisors, LLC, Intuit and Stewardship Financial Counsel. Dobler has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Kentucky, Ohio and Texas. Personal Choice Financial Advisors, LLC is an advisory business based in Cincinnati, OH. It oversees $130 million in assets under management among its 435 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 435 accounts, 49% belong to high-net-worth individuals who have more than $1 million in investable assets. Personal Choice Financial Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the services. Fees charged by Personal Choice Financial Advisors, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Personal Choice Financial Advisors, LLC Brokerage Details
$129,903,056
7
435
$298,628
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Benjamin Dobler Work History
Benjamin has been registered as a financial advisor for 2 years.*
Personal Choice Financial Advisors, LLC
Stewardship Financial Counsel
Intuit
Personal Choice Financial Advisors, LLC
Ameriprise Financial Services, Inc
Ohio National Insurance Co
Northern Illinois University
Rachel Wixey & Associates
Renhill Group
Bowling Green State University
West Ohio Conference Of The United Methodist Church
Bowling Green State University
West Ohio Conference Of The United Methodist Church
Bowling Green State University
Columbus Zoo & Aquarium
Bowling Green State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Dobler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Personal Choice Financial Advisors, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
