David Christopher Nanney
Investment adviser representative at Formidable Asset Management, LLC
19 yearsExperience
2 statesRegistered in
PFSDesignation
$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
19 years in the industry.
- Formidable Asset Management, LLCJul 2024 to now
- David C Nanney, Cpa, PllcNov 2007 to Jul 2024
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, TN).
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
- 7964111
- Firm CRD
- 167555