Benjamin Siefring, financial advisor Cincinnati OH

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 11 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 6
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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
Contact Info for Benjamin A. Siefring
Phone Number: 513-655-5566
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    887
    MILLIONS
  • Total Number of Accounts
    1,064
    ACCOUNTS
  • Average Account Value
    $833,491
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, IN, KY, MA, NC, NY, OH, OR, PA, SC, TN, TX, VA, WA

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