Formidable Asset Management, LLC

Formidable Asset Management, LLC (CRD# 167555) is a financial advisory firm headquartered in Cincinnati, OH. They manage $393,220,534 in 1,292 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    393
    MILLION
  • Total Number of Accounts
    1,292
    ACCOUNTS
  • Average Account Value
    $304,350
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, NC, NY, OH, OR, PA, TX, VA, WA

Financial Advisors at Formidable Asset Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
David B. Henning
CRD#: 2735291
221 E. 4th Street, Suite 2850, Cincinnati, OH 45202
96
Wealthminder
score

David Henning (CRD# 2735291) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 21 years of experience in the finance industry. David Henning 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.

2
Benjamin A. Siefring
CRD#: 5922691
221 E. 4th Street, Suite 2850, Cincinnati, OH 45202
96
Wealthminder
score

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.

3
James D. Gaunt
CRD#: 4848862
221 E. 4th Street, Suite 2850, Cincinnati, OH 45202
93
Wealthminder
score

James Gaunt (CRD# 4848862) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 13 years of experience in the finance industry.

4
Michael C. Muth
CRD#: 6730096
221 E. 4th Street, Suite 2850, Cincinnati, OH 45202
87
Wealthminder
score

Michael Muth (CRD# 6730096) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

5
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 22 years of experience in the finance industry.

6
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 24 years of experience in the finance industry.

7
Henry P. Brightwell
CRD#: 2526957
221 E 4th St, Suite 2850, Cincinnati, OH 45202
58
Wealthminder
score

Henry Brightwell (CRD# 2526957) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 23 years of experience in the finance industry.

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