AdFi
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Krysten Marie Taylor

Investment Adviser Representative at Formidable Asset Management, LLC

Cincinnati, OHCRD #5650896Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Krysten Marie Taylor is an investment adviser representative with Formidable Asset Management, LLC in Cincinnati, OH, where they have been registered since 2023, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Ohio.

Office

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

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/20/2023
Series 7
General Securities Representative Examination
Passed 7/20/2009

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Formidable Asset Management, LLCCurrent
6/21/2023 – Cincinnati, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Formidable Asset Management
    Jul 2013 – no end date reportedCincinnati, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Formidable Asset Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment management, financial planning, tax management, and insurance services, including active and adaptive portfolio management, proactive tax strategies, and personalized wealth preservation solutions.

Retirement PlanningInvestment ManagementFinancial PlanningInsuranceWealth Management
Firm areas of expertise
Investment ManagementFinancial PlanningTax ManagementInsurance ServicesPortfolio ConstructionRetirement PlanningWealth PreservationIndependent Advisory

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
15
Offices listed on AdvisorFinder:
3
Main office:
Cincinnati, OH
SEC file number:
801-77975

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 14, 2026

View full firm profile

Other advisors at Formidable Asset Management, LLC

Showing 12 of 15 in the directory

View Formidable Asset Management, LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Krysten Marie Taylor has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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