Benjamin SiefringCRD 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.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Management
|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|
Total Assets Under Management393MILLIONS
Total Number of Accounts1,292ACCOUNTS
Average Account Value$304,350
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, CA, CO, DE, FL, IL, IN, KY, MA, NC, NY, OH, OR, PA, TX, VA, WA
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