Andrew Enzo Allwein
Investment adviser representative at Formidable Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$903MFirm assets
13 yearsFirm in business
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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
13 years in the industry.
- Formidable Asset Management, LLCJul 2023 to now
- Formidable Asset ManagementAug 2022 to May 2023
- Gibbs Insurance AssociatesJun 2022 to Jul 2022
- Thor Wealth ManagementJan 2022 to May 2022
- Cincinnati Pool ManagementMay 2020 to Jul 2020
- University of Cincinnati Rec CenterSep 2019 to Dec 2021
- Cincinnati Recreation CommissionMay 2019 to Jul 2019
- Oriental WokApr 2018 to Apr 2019
- UnemployedJan 2013 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7778404
- Firm CRD
- 167555