Benjamin Siefring, financial advisor Cincinnati OH
96 score

Benjamin Siefring

CRD Number: 5922691
Current Firm: Formidable Asset Management, LLC

Benjamin Siefring (CRD# 5922691) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 5 years of experience in the finance industry. Benjamin Siefring has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Formidable Asset Mangement, LLC Cincinnati, OH May 2017 - Current 1
Mml Investors Services, LLC Cincinnati, OH Mar 2017 - May 2017 < 1
Massachusetts Mutual Life Insurance Company Cincinnati, OH Jul 2016 - May 2017 < 1
Msi Financial Services Inc. Cincinnati, OH Jul 2016 - Mar 2017 < 1
Metlife Securities Cincinnati, OH May 2011 - Jul 2016 5
University Of Dayton Dayton, OH Aug 2010 - May 2011 < 1
Enterprise Rent-a-car Centerville, OH May 2010 - Aug 2010 < 1
University Of Dayton Dayton, OH Aug 2009 - May 2010 < 1
Masters And Associates Miamisburg, OH Oct 2009 - Mar 2010 < 1
Unemployed Piqua, OH May 2009 - Aug 2009 < 1
University Of Dayton Dayton, OH Aug 2008 - May 2009 < 1
University Of Dayton Dayton, OH May 2008 - Aug 2008 < 1
University Of Dayton Dayton, OH Aug 2007 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
Contact Info for Benjamin A. Siefring
Phone Number: 513-655-5566
Firm Website:
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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