Personal Choice Financial Advisors, LLC

Personal Choice Financial Advisors, LLC (CRD# 110384) is a financial advisory firm headquartered in Cincinnati, OH. They manage $159,027,537 in 494 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4555 Lake Forest Drive, Ste 650, Cincinnati, OH 45242
https://www.linkedin.com/company/personal-choice-financial-advisors-llc/
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    494
    ACCOUNTS
  • Average Account Value
    $321,918
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, KY, OH, TX

Financial Advisors at Personal Choice Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Benjamin Dobler, financial advisor Cincinnati OH
Benjamin A. Dobler
CRD#: 6906260
4555 Lake Forest Drive, Ste 650, Cincinnati, OH 45242

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.

2
Christopher Hansen, financial advisor Cincinnati OH
Christopher H. Hansen
CRD#: 2671189
4555 Lake Forest Drive, 650 Westlake Center, Cincinnati, OH 45242

Christopher Hansen (CRD# 2671189) is an Investment Advisor Representative working at Personal Choice Financial Advisors, LLC in Cincinnati, OH and has over 28 years of experience in the finance industry.

3
Sharon Miller, financial advisor Cincinnati OH
Sharon E. Miller
CRD#: 1314119
4555 Lake Forest Drive, Ste 650, Cincinnati, OH 45242

Sharon Miller (CRD# 1314119) is an Investment Advisor Representative working at Personal Choice Financial Advisors, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

4
Robert Hansen, financial advisor Cincinnati OH
Robert W. Hansen
CRD#: 7323590
4555 Lake Forest Drive, Ste 650, Cincinnati, OH 45242

Robert Hansen (CRD# 7323590) is an Investment Advisor Representative working at Personal Choice Financial Advisors, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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