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Michael Paul Massey

Formidable Asset Management, LLC

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About Michael Paul Massey

Michael Massey is a financial advisor with Formidable Asset Management, LLC. Michael has been in the financial services industry since 1998. He has a wide range of experience in financial planning, portfolio management, and investment advisory services. Michael holds the Series 66, Series 7, Series 9, and Series 10 licenses. He is also a registered investment advisor in the state of Florida.

Firm Information

Michael Massey 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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percentage of assets

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

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performance-based fees

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

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Michael Massey’s Registration & Firm History

FL

01/01/2025 - Present

Formidable Asset Management, LLC (Vero Beach FL)

FL

06/22/1998 - 05/18/2022

RAYMOND JAMES & ASSOCIATES, INC. (VERO BEACH FL)

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Licenses & Designations

BOTH

Issued 07/02/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/11/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Michael Paul Massey. Review regulatory record here.
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