Robert
Hansen

Personal Choice Financial Advisors, LLC

CRD#7323590
Investment Advisor
in Cincinnati, OH

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About this Advisor

Robert Hansen is a financial advisor based in Cincinnati, Ohio, working with Personal Choice Financial Advisors, LLC. Robert has previously held positions at Personal Choice Financial Advisors, LLC, My State Threads, Ohio National Financial Services, and Personal Choice Tax, LLC. Robert is registered to provide services in Kentucky, Ohio, and Texas. Currently, Robert is part of Personal Choice Financial Advisors, LLC, which operates out of Cincinnati, Ohio. The firm has 7 employees and manages assets totaling $159.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Personal Choice Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4555 Lake Forest Drive Ste 650
Cincinnati, OH 45242-3785

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Personal Choice Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$159,027,537

OH Average: $2,106,341,625
Total Number of Employees

7

OH Average: 34
Total Number of Accounts

494

OH Average: 1,972
Average Account Size

$321,918

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Robert Hansen Work History

2022 - Present (2 years)

Personal Choice Financial Advisors, LLC

2021 - Present (3 years)

Personal Choice Tax, LLC

2017 - Present (7 years)

Personal Choice Financial Advisors, LLC

2016 - 2017 (1 year)

My State Threads

2014 - 2016 (2 years)

My State Threads

2013 - 2014 (1 year)

Ohio National Financial Services

Disclosures

Please visit the SEC profile of Robert Hansen 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

Benjamin Dobler
Cincinnati, OH
Robert Hansen
Cincinnati, OH
Sharon Miller
Cincinnati, OH
Christopher Hansen
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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