Robert William Hansen
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.
- Personal Choice Tax, LLCJul 2021 to now
- Financial RoundsMay 2021 to now
- Personal Choice Financial Advisors, LLCFeb 2017 to now
- My State ThreadsJan 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7323590
- Firm CRD
- 110384