Andrew Allwein (CRD# 7778404) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Formidable Asset Management | Cincinnati, OH | Jul 2023 - Current | < 1 |
Formidable Asset Management | Cincinnati, OH | Aug 2022 - May 2023 | < 1 |
Gibbs Insurance Associates | Cincinnati, OH | Jun 2022 - Jul 2022 | < 1 |
Thor Wealth Management | Anderson, OH | Jan 2022 - May 2022 | < 1 |
University Of Cincinnati Rec Center | Cincinnati, OH | Sep 2019 - Dec 2021 | 2 |
Cincinnati Pool Management | Cincinnati, OH | May 2020 - Jul 2020 | < 1 |
Cincinnati Recreation Commission | Cincnnati, OH | May 2019 - Jul 2019 | < 1 |
Oriental Wok | Cincinnati, OH | Apr 2018 - Apr 2019 | 1 |
Unemployed | Cincinnati, OH | Jan 2013 - Mar 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- OH
-
Total Assets Under Management887MILLIONS
-
Total Number of Accounts1,064ACCOUNTS
-
Average Account Value$833,491
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
AZ, CA, CO, DE, FL, GA, IL, IN, KY, MA, NC, NY, OH, OR, PA, SC, TN, TX, VA, WA
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