Benjamin Adam Siefring

Employer firm

Formidable Asset Management, LLC CRD 167555

$903M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 05/2017
  Mml Investors Services, Llc
  Cincinnati, OH
• 07/2016 → 03/2017
  Msi Financial Services Inc
  Cincinnati, OH
• 07/2016 → 05/2017
  Massachusetts Mutual Life Insurance Company
  Cincinnati, OH
• 05/2017 → Present
  Formidable Asset Mangement, Llc
  Cincinnati, OH

Previous Registrations

• 2017-03-25 → 2017-05-05
  Mml Investors Services, Llc
  Cincinnati, OH
• 2012-01-25 → 2017-03-25
  Msi Financial Services, Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

Mr. Siefring is an insurance agent licensed in the states of Ohio, Kentucky, Indiana, South Dakota, Oklahoma, Virginia, Florida and Michigan. In this role, Mr. Siefring may make available like and health insurance products to prospective customers. Mr. Siefring spends [___] hours a month on insurance activities during regular business hours/securities trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-12-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Ben Siefring