Formidable Asset Management, LLC

Formidable Asset Management, LLC (CRD# 167555) is a financial advisory firm headquartered in Cincinnati, OH. They manage $227,594,307 in 940 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    940
    ACCOUNTS
  • Average Account Value
    $242,122
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Formidable Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jason M. Barsema
CRD#: 5515197
30 N. Michigan Ave, Suite 2100, Chicago, IL 60602
90
Wealthminder
score

Jason Barsema (CRD# 5515197) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Chicago, IL and has over 8 years of experience in the finance industry.

2
Benjamin M. Blemker
CRD#: 2706820
221 E. 4th Street, Suite 2850, Cincinnati, OH 45202
83
Wealthminder
score

Benjamin Blemker (CRD# 2706820) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 20 years of experience in the finance industry.

3
Henry P. Brightwell
CRD#: 2526957
221 E 4th St, Suite 2850, Cincinnati, OH 45202
83
Wealthminder
score

Henry Brightwell (CRD# 2526957) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 22 years of experience in the finance industry.

4
William B. Brown
CRD#: 2382615
221 E. 4th Street, Suite 2850, Cincinnati, OH 45202
83
Wealthminder
score

William Brown (CRD# 2382615) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 22 years of experience in the finance industry.

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