BS
CFP · ChFC
BS
CFP · ChFC

Benjamin Adam Siefring

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
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

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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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Other Business ActivitiesSells Insurance

Benjamin is a licensed insurance agent in multiple states, offering life and health insurance products. The filing does not specify the amount of time Benjamin spends on these activities.

Employment History
Current Registrations
Formidable Asset Management, LLC
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - May 2017 · 2 mos
MML Investors Services, LLCBroker
March 2017 - May 2017 · 2 mos
Msi Financial Services, INC.
January 2012 - March 2017 · 5 yrs 2 mos
Msi Financial Services, INC.Broker
June 2011 - March 2017 · 5 yrs 9 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.