Christopher H. Hansen
FINANCIAL ROUNDS
CINCINNATI, OH 45242
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CRD#: 2671189
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.
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 and started my Fee-Only Financial Advisory firm because I recognized that P&G employees and retirees had specific needs that could be best served through a fiduciary relationship with an capable advisor. In that vein, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in order to better meet my client's complex needs. I have been serving Procter & Gamble employees, retirees and their families for almost 25 years. I have recently created the website www.personalchoicefinancial.com. There I will post many of the Proctor & Gamble relevant financial planning techniques that I have employed over the years.
In 2016, my son graduated from the University of Cincinnati Medical School and headed to Ann Arbor, Michigan to become a Neurologist. I have been working with my him and some of his fellow graduates on their unique medical financial related issues. Most of them have substantial student loan debt and are eager to get their lives started but are unsure of how to proceed. Many are planning marriages, thinking about having children and wondering about buying their first house. As I help my son and his fellow doctors work through their issues, I will share them on my site www.FinancialRounds.com. I am also available for individual planning and consultation.
Question & Answer
What are your service offerings?
Social Security Planning
Insurance Planning
Estate Planning
Tax Planning
Retirement Planning
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Investment Advice with Ongoing...
Medical Professionals
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
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.
Personal Choice Tax, LLC not investment-related 4555 Lake Forest Drive, Suite 650, Cincinnati, OH 45242 tax preparation services CEO 7/28/2021 less than 5 hours per month 0 hours during trading hours management CRMD Properties, LLC not investment-related private residence in Fairfield, OH real estate rental Member 05/20/2005 less than 5 hours per month 0 hours during trading hours maintain and rent one property
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Harold Hansen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1996
Experience
Current
January 2, 2003 - Present
FINANCIAL ROUNDS
Office #1: 4555 Lake Forest Drive Suite 410, Cincinnati, OH 45242RIA
CRD#: 110384
CINCINNATI, OH
Past
October 24, 1995 - November 30, 2001
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FINANCIAL ROUNDS
FINANCIAL ROUNDS | PERSONAL CHOICE FINANCIAL, LLC | PERSONAL CHOICE FINANCIAL ADVISORS, LLC | HANSEN FINANCIAL MANAGEMENT | HANSEN CHRISTOPHER HAROLD
CRD#: 110384 / SEC#: 801-121351
RIA
Registered Investment Advisory firm - (6/1/2021 Approved)Florida
Registered Investment Advisory firm - (6/28/2021 Terminated)Kentucky
Registered Investment Advisory firm - (6/28/2021 Terminated)Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)Texas
Registered Investment Advisory firm - (6/28/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(5/17/2018)
IAR
Kentucky(6/27/2013)
IAR
Ohio(1/2/2003)
IAR
Texas(5/10/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
FINANCIAL ROUNDS
FINANCIAL ROUNDS | PERSONAL CHOICE FINANCIAL, LLC | PERSONAL CHOICE FINANCIAL ADVISORS, LLC | HANSEN FINANCIAL MANAGEMENT | HANSEN CHRISTOPHER HAROLD
CRD#: 110384 / SEC#: 801-121351
RIA
Registered Investment Advisory firm - (6/1/2021 Approved)Florida
Registered Investment Advisory firm - (6/28/2021 Terminated)Kentucky
Registered Investment Advisory firm - (6/28/2021 Terminated)Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)Texas
Registered Investment Advisory firm - (6/28/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4555 Lake Forest Drive Ste 650, Cincinnati, OH 45242-3785
Mailing Address
Phone number
(513) 588-8080
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 523 |
| AUM (Assets Under Management) | $ 178,333,207 |
Red Flags
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Company Information
FINANCIAL ROUNDS
CRD#: 110384Cincinnati, OH 45242TRUST BUT VERIFY
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