Arielle Suzanne Torbeck

Formidable Asset Management, LLC

9 Years of Experience

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 2700, 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.

Employment History

Current Registrations

Formidable Asset Management, LLC

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Fidelity Personal and Workplace Advisors

May 2020 - July 2024 · 4 yrs 2 mos

Fidelity Brokerage Services LLCBroker

September 2016 - July 2024 · 7 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.