AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BB

Benjamin M. Blemker

Some features on this profile are disabled
CRD#: 2706820
BB

Professional summary


Being a previously registered professional could mean that this person 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.

Benjamin Mcburney Blemker JR was a registered financial professional .

Benjamin is a previously registered financial professional and started their career in finance in 1996. Benjamin had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 52 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 25, 2013 - June 6, 2019

FORMIDABLE ASSET MANAGEMENT, LLC

RIA
CRD#: 167555
CINCINNATI, OH
Past

May 22, 2006 - July 1, 2013

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
CINCINNATI, OH
Past

May 5, 2006 - July 1, 2013

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
CINCINNATI, OH
Past

February 21, 2006 - May 18, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
CINCINNATI, OH
Past

February 21, 2006 - May 18, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CINCINNATI, OH
Past

January 31, 2002 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

RIA
CRD#: 6555
CINCINNATI, OH
Past

January 2, 2002 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

March 8, 1996 - January 8, 2002

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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 - (4/22/2013 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/12/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/19/1998
General Securities Sales Supervisor Examination (Options Module & General Module)

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 - (4/22/2013 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
221 E. 4th Street Suite 2700, Cincinnati, OH 45202
Mailing Address
Phone number
(513) 655-5566
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (20 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORMIDABLE ASSET MANAGEMENT ADV 2A (3/26/2025)

Regulatory assets under management


Total Number of Accounts2,188
AUM (Assets Under Management)$ 876,010,541

Red Flags


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.

Company Information


FORMIDABLE ASSET MANAGEMENT, LLC

CRD#: 167555

TRUST BUT VERIFY

Monitor Benjamin Blemker

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics