David Brian Henning
Investment adviser representative at Formidable Asset Management, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$903MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Formidable Asset Management, LLCApr 2017 to now
- The Retirement Corporation of AmericaMar 2005 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (OH).
Formidable Asset Management, LLC
$903MAssets managed
900Clients
13Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2735291
- Firm CRD
- 167555