Formidable Asset Management, LLC

Formidable Asset Management, LLC (CRD# 167555) is a financial advisory firm headquartered in Cincinnati, OH. They manage $467,678,888 in 1,579 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    468
    MILLION
  • Total Number of Accounts
    1,579
    ACCOUNTS
  • Average Account Value
    $296,187
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)
  • Pension consulting services
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 - 9 of 9 top financial advisors.
1
Timothy M. Begley
CRD#: 5462815
221 E. 4th Street, Suite 2700, Cincinnati, OH 45202

Timothy Begley (CRD# 5462815) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 12 years of experience in the finance industry. Timothy Begley 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
Henry P. Brightwell
CRD#: 2526957
221 E 4th St, Suite 2850, Cincinnati, OH 45202

Henry Brightwell (CRD# 2526957) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 26 years of experience in the finance industry.

3
William B. Brown
CRD#: 2382615
221 E. 4th Street, Suite 2700, Cincinnati, OH 45202

William Brown (CRD# 2382615) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 26 years of experience in the finance industry.

4
Terri L. Connelly
CRD#: 2510137
221 E. 4th Street, Suite 2700, Cincinnati, OH 45202

Terri Connelly (CRD# 2510137) 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.

5
Adam T. Eagleston
CRD#: 4253142
221 E. 4th Street, Suite 2700, Cincinnati, OH 45202

Adam Eagleston (CRD# 4253142) 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.

6
William Edwards
CRD#: 6607230
221 E. 4th Street, Suite 2700, Cincinnati, OH 45202

William Edwards (CRD# 6607230) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.

7
James D. Gaunt
CRD#: 4848862
221 E. 4th Street, Suite 2850, Cincinnati, OH 45202

James Gaunt (CRD# 4848862) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.

8
David B. Henning
CRD#: 2735291
221 E. 4th Street, Suite 2850, Cincinnati, OH 45202

David Henning (CRD# 2735291) 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. 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.

9
Benjamin A. Siefring
CRD#: 5922691
221 E. 4th Street, Suite 2850, Cincinnati, OH 45202

Benjamin Siefring (CRD# 5922691) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 7 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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