Benjamin Alexander Dobler
Investment adviser representative at Financial Rounds
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$211.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Financial RoundsJul 2021 to now
- Stewardship Financial CounselMay 2020 to now
- Personal Choice Financial Advisors, LLCApr 2020 to now
- IntuitJan 2021 to Apr 2021
- Ameriprise Financial Services, Inc.Mar 2018 to Mar 2020
- Ohio National Insurance Co.Jan 2018 to Feb 2018
- Northern Illinois UniversityAug 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, TX).
Financial Rounds
Legal name: Personal Choice Financial Advisors, LLC
$211.3MAssets managed
188Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6906260
- Firm CRD
- 110384