Benjamin Dobler (CRD# 6906260) is an Investment Advisor Representative working at Personal Choice Financial Advisors, LLC in Cincinnati, OH and has over 6 years of experience in the finance industry. Benjamin Dobler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Personal Choice Financial Advisors, LLC | Cincinatti, OH | Jun 2021 - Current | 2 |
| Stewardship Financial Counsel | Cincinatti, OH | May 2020 - Current | 4 |
| Personal Choice Financial Advisors, LLC | Cincinatti, OH | Apr 2020 - Jun 2021 | 1 |
| Intuit | Cincinatti, OH | Jan 2021 - Apr 2021 | < 1 |
| Ameriprise Financial Services, Inc. | Cincinnati, OH | Mar 2018 - Mar 2020 | 2 |
| Ohio National Insurance Company | Cincinnati, OH | Jan 2018 - Feb 2018 | < 1 |
| Northern Illinois University | Dekalb, IL | Aug 2016 - Dec 2017 | 1 |
| Unemployed | Lexington, KY | Jun 2016 - Jul 2016 | < 1 |
| Renhill Group | Toledo, OH | Feb 2016 - May 2016 | < 1 |
| Rachel Wixey & Associates | Maumee, OH | Jan 2016 - May 2016 | < 1 |
| Bowling Green State University | Bowling Green, OH | Sep 2015 - Dec 2015 | < 1 |
| West Ohio Conference Of The United Methodist Church | Liberty Center, OH | May 2015 - Aug 2015 | < 1 |
| Bowling Green State University | Bowling Green, OH | Aug 2014 - May 2015 | < 1 |
| West Ohio Conference Of The United Methodist Church | Liberty Center, OH | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
| S63 | Uniform Securities State Law Examination | Apr 2018 |
- KY
- OH
- TX
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Total Assets Under Management159MILLIONS
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Total Number of Accounts494ACCOUNTS
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Average Account Value$321,918
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, KY, OH, TX
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