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Benjamin Mcburney Blemker Jr

CRD# 2706820·Registered 1996 - 2019
Previously Registered: Being a previously registered professional could mean that Benjamin is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Benjamin Mcburney Blemker JR was a registered financial advisor. Benjamin was a previously registered financial professional and started their career in finance 1996 - 2019. Benjamin had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 52 and Series 8 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

FORMIDABLE ASSET MANAGEMENT, LLC·CRD# 167555
RIA
Cincinnati, OH
June 25, 2013 - June 6, 2019
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
RIA
Cincinnati, OH
May 22, 2006 - July 1, 2013
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
Cincinnati, OH
May 5, 2006 - July 1, 2013
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Cincinnati, OH
February 21, 2006 - May 18, 2006
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Cincinnati, OH
February 21, 2006 - May 18, 2006
LEGG MASON WOOD WALKER, INCORPORATED·CRD# 6555
RIA
Cincinnati, OH
January 31, 2002 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED·CRD# 6555
BD
Baltimore, MD
January 2, 2002 - February 21, 2006
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Detroit, MI
March 8, 1996 - January 8, 2002

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Current Firm

FA
FORMIDABLE ASSET MANAGEMENT, LLC

BBK CAPITAL PARTNERS, LLC | NUMOVO ADVISORY SERVICES | MASSEY ROMANS CAPITAL | HALO INVESTING | FORMIDABLE FINANCIAL SERVICES, LLC | FORMIDABLE CONSULTING SERVICES | FORMIDABLE ASSET MANAGEMENT, LLC

CRD#: 167555 / SEC#: 801-77975
RIA
Registered Investment Advisory firm - SEC (4/22/2013 Approved)

Contact Information

Main Address

221 E. 4th Street Suite 2700, Cincinnati, OH 45202

Phone Number

(513) 655-5566

# of Employees

21

SEC notice filing (24 States and Territories)

Registered to provide investment advisory services in 24 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORMIDABLE ASSET MANAGEMENT ADV 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,196

AUM (Assets Under Management)

$903,036,940

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FORMIDABLE ASSET MANAGEMENT, LLC

BBK CAPITAL PARTNERS, LLC | NUMOVO ADVISORY SERVICES | MASSEY ROMANS CAPITAL | HALO INVESTING | FORMIDABLE FINANCIAL SERVICES, LLC | FORMIDABLE CONSULTING SERVICES | FORMIDABLE ASSET MANAGEMENT, LLC

CRD#: 167555 / SEC#: 801-77975
RIA
Registered Investment Advisory firm - SEC (4/22/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2001About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1996About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jun 1996About the Series 7 exam

Series 52 — Municipal Securities Representative Examination

Passed Mar 1996About the Series 52 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed May 1998

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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