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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2003
- Office Locations
- 1
Office Locations
About Financial Rounds
Financial Rounds is a Cincinnati-based RIA focused on physicians and other medical professionals, helping clients take control of their finances with planning around retirement rules and tax-efficient strategies like backdoor Roth IRAs. The firm combines financial planning with portfolio construction and risk-managed asset allocation, using ETFs as a core vehicle, and custodies with Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER HAROLD HANSEN
Certified Financial Planner, Chief Compliance Officer
- CRD
- #2671189
- Ownership
- 75% or more
Robert William Hansen
Financial Advisor, General Partner
- CRD
- #7323590
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Benjamin Alexander Dobler
Financial Advisor, General Partner
- CRD
- #6906260
SHARON E MILLER
Financial Advisor, General Partner
- CRD
- #1314119
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,116,092 | $339,565 |
| Non-Discretionary | $5,218,408 | $1,739,469 |
| Total | $211,334,500 | $346,450 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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