Terri Lynn Connelly

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

• 01/2015 → 02/2020
  Ameriprise Financial Services, Inc.
  Crestview Hills, KY
• 02/2020 → Present
  Formidable Asset Management
  Cincinnati, OH

Previous Registrations

• 2016-10-18 → 2020-03-05
  Ameriprise Financial Services, Llc
  Crestview Hills, KY
  Cincinnati, OH

Other Businesses

Outside Employment; Cincinnati Sports Club; Fitness Professional; Cincinnati, Ohio 45227; Not Investment Related; Sep 2013; 0-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-13
• S63 Uniform Securities Agent State Law Examination
  2007-10-10

Other Names

• Terri Lynn Endicott
• Terri Lynn Endicott
• Terri Lynn Ellis
• Terri Lynn Endicott
• Terri Stewart
• Terri Lynn Stewart
• Terri Lynn Connelly
• Terri Lynn Endicott