Henry Brightwell (CRD# 2526957) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 29 years 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, LLC | Cincinnati, OH | May 2016 - Current | 7 |
| Stifel Nicolaus | Cincinnati, OH | Feb 2008 - May 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.