Andrew Enzo Allwein

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

• 08/2022 → 05/2023
  Formidable Asset Management
  Cincinnati, OH
• 06/2022 → 07/2022
  Gibbs Insurance Associates
  Cincinnati, OH
• 01/2022 → 05/2022
  Thor Wealth Management
  Anderson, OH
• 09/2019 → 12/2021
  University Of Cincinnati Rec Center
  Cincinnati, OH
• 04/2018 → 04/2019
  Oriental Wok
  Cincinnati, OH
• 05/2019 → 07/2019
  Cincinnati Recreation Commission
  Cincnnati, OH
• 05/2020 → 07/2020
  Cincinnati Pool Management
  Cincinnati, OH
• 01/2013 → 03/2018
  Unemployed
  Cincinnati, OH
• 07/2023 → Present
  Formidable Asset Management
  Cincinnati, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-01