linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Krysten Marie Taylor

Formidable Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Krysten? Claim Your Profile

About Krysten Marie Taylor

Krysten Marie Taylor is a registered investment advisor representative with Formidable Asset Management, LLC, based in Cincinnati, OH. Krysten has been in the industry since 2009 and has held previous roles at Raymond James & Associates, Inc. and Valmark Securities, Inc. Krysten holds the Series 65 license as well as the Series 7 license and has a specialization in investment companies, individuals, and pooled investment vehicles. Formidable Asset Management, LLC is a firm based in Cincinnati, OH with over $886 million in assets under management. Krysten's areas of expertise include financial planning, pension consulting, and portfolio management.

Firm Information

Krysten Taylor is currently registered with Formidable Asset Management, LLC. Formidable Asset Management, LLC is an investment advisor registered with the SEC. Located in Cincinnati, Ohio, the firm manages approximately $886.8 million in assets for individuals, high net worth individuals, corporations, charitable organizations, investment companies, pension and profit-sharing plans, and pooled investment vehicles. The firm offers financial planning and portfolio management services.
Formidable Asset Management, LLC

221 E. 4TH STREET

CINCINNATI, OH 45202

$886.83M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Krysten Taylor’s Registration & Firm History

OH

06/21/2023 - Present

Formidable Asset Management, LLC (CINCINNATI OH)

OH

07/06/2011 - 07/08/2013

RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)

VA

07/21/2009 - 11/17/2009

VALMARK SECURITIES, INC. (MCLEAN VA)

Not sure if Krysten Marie Taylor is right for you?

Licenses & Designations

IA

Issued 06/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Krysten Marie Taylor.
Not sure if Krysten Marie Taylor is right for you?