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Terri Lynn Connelly

Formidable Asset Management, LLC

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About Terri Lynn Connelly

Terri Lynn Connelly is a financial advisor working at Formidable Asset Management, LLC. Terri has been in the industry since 2001. Terri's areas of specialization include financial planning, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Terri also holds the Series 63, 66, 7 and SIE licenses.

Firm Information

Terri Connelly 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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Terri Connelly’s Registration & Firm History

OH

02/28/2020 - Present

Formidable Asset Management, LLC (CINCINNATI OH)

KY

02/10/2015 - 03/05/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Crestview Hills KY)

OH

06/15/2007 - 06/17/2013

RBC CAPITAL MARKETS, LLC (CINCINNATI OH)

OH

04/13/2001 - 06/19/2007

SEASONGOOD & MAYER (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 09/13/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2015

Series 7 - General Securities Representative Examination

BC

Issued 11/22/1999

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terri Lynn Connelly.
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