TrueAdvisor
TrueAdvisor
WB
WB

William Bush Brown

Formidable Asset Management, LLC
25 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
Formidable Asset Management, LLC
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
871 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$876.0M

Fee Structure

Location

221 E. 4th Street, Suite 2700, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Formidable Asset Management, LLC
June 2013 - Present · 12 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.
May 2006 - July 2013 · 7 yrs 2 mos
Citigroup Global Markets INC.
February 2006 - May 2006 · 3 mos
Legg Mason Wood Walker INC
May 2000 - February 2006 · 5 yrs 9 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.