TrueAdvisor
TrueAdvisor
DH
CFP
DH
CFP

David Brian Henning

Formidable Asset Management, LLC
28 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 2850, 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
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
The Retirement Corporation of America
November 2009 - May 2017 · 7 yrs 6 mos
Triad Advisors, INC.Broker
January 2007 - December 2015 · 8 yrs 11 mos
The Concord Equity Group, LLCBroker
March 2005 - December 2006 · 1 yr 9 mos
Interactive Planning CORP.Broker
August 2001 - November 2004 · 3 yrs 3 mos
Fifth Third Securities, INC.Broker
March 1999 - October 2000 · 1 yr 7 mos
Fifth Third Securities, INC.Broker
January 1999 - March 1999 · 2 mos
Conseco Financial Services, INC.Broker
February 1998 - January 1999 · 11 mos
American Express Financial Advisors INC.Broker
June 1996 - January 1998 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
June 1996 - January 1998 · 1 yr 7 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.