Timothy
Begley
Formidable Asset Management, LLC
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About this Advisor
Timothy Begley is a certified financial planner based in Cincinnati, Ohio, with a total of 5 years of relevant experience. Begley is currently employed by Formidable Asset Management, LLC. They have been with Formidable Asset Management, Llc for their complete career. Begley maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Ohio. Formidable Asset Management, LLC is a financial advisory firm operating out of Cincinnati, OH. The firm has offices in two locations and a total of 15 advisors. It oversees $632 million in assets under management among its 1,778 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 1,778 accounts, 22% are held by high-net-worth clients who have more than $1 million in investable assets. Formidable Asset Management, LLC offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and pension consulting services. Financial management fee schedules typically vary depending on which services are provided. Fee types charged by Formidable Asset Management, LLC can include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Formidable Asset Management, LLC Brokerage Details
$632,038,209
15
1,778
$355,477
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
Timothy Begley Work History
Timothy has been registered as a financial advisor for 5 years.*
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Begley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Formidable Asset Management, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
