Christopher Harold Hansen
CFP®Professional Summary
Christopher Harold Hansen, CFP® is a registered financial advisor currently at FINANCIAL ROUNDS located in Cincinnati, Ohio. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Christopher has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Social Security & Medicare Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Retirement Planning
- Investment Management
- Financial Planning
- Cashflow & Budgeting
- Education Funding
Biography
I am a Fee-Only CERTIFIED FINANCIAL PLANNER™ CFP® who is passionate about two seemingly unrelated niches; financial planning for doctors (particularly newly graduated medical doctors) and retirement planning for Procter & Gamble employees and retirees. How would one planner have two diverse areas of expertise? The answer is simple. I spent 10 years at Procter & Gamble and my son graduated from the University of Cincinnati Medical School in 2016. I left Procter & Gamble...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL ROUNDS | PERSONAL CHOICE FINANCIAL, LLC | PERSONAL CHOICE FINANCIAL ADVISORS, LLC | HANSEN FINANCIAL MANAGEMENT | HANSEN CHRISTOPHER HAROLD
Contact Information
Main Address
4555 Lake Forest Drive Ste 650, Cincinnati, OH 45242-3785Phone Number
(513) 588-8080# of Employees
8SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
610AUM (Assets Under Management)
$211,334,500Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
FINANCIAL ROUNDS | PERSONAL CHOICE FINANCIAL, LLC | PERSONAL CHOICE FINANCIAL ADVISORS, LLC | HANSEN FINANCIAL MANAGEMENT | HANSEN CHRISTOPHER HAROLD
State Registrations and Notice Filings
(5/17/2018)
(6/27/2013)
(1/2/2003)
(5/10/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CAPITAL ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Harold Hansen's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Social Security & Medicare Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Retirement Planning
- Investment Management
- Financial Planning
- Cashflow & Budgeting
- Education Funding
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CAPITAL ADVISORY SERVICES, LLC
