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David Nanney

Investment adviser representative at Formidable Asset Management

Investment adviser registrationUpdated

David Nanney is an investment adviser representative at Formidable Asset Management, LLC, a Cincinnati investment adviser managing $903M. David Nanney has been registered through Formidable Asset Management since 21 August 2024 and has 2 years in the industry across 1 firm.

2
Years in industry
2
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

David Nanney has been an investment adviser representative at Formidable Asset Management since August 2024, and is not listed among the firm’s executive officers or direct owners.

Formidable Asset Management, LLC is a Cincinnati, OH firm with $903M under management, 900 clients and 14 advisers across 4 offices, as of its August 2026 filing.

  1. – present · 2 years
    Adviser representative · Firm CRD 167555

Credentials and registrations

Investment adviser representative registrations

David Nanney is registered as an investment adviser representative in Ohio, since August 2024.

  • OhioSince 21 August 2024

Examinations

No examinations are on David Nanney’s record.

Key facts

Full name
David Christopher Nanney
CRD
7964111
Firm
Formidable Asset Management · CRD 167555
Registration
Investment adviser registration
In the industry since
August 2024
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does David Nanney work?

David Nanney is an investment adviser representative registered through Formidable Asset Management, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is David Nanney a financial advisor?

Yes. David Nanney has a current investment-adviser registration in Ohio, through Formidable Asset Management since August 2024.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does David Nanney have?

David Nanney has 2 years in the financial industry, since August 2024, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

Is David Nanney registered with FINRA?

No. David Nanney has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify David Nanney’s record?

Search CRD 7964111 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Nanney’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Formidable Asset Management

Sources

  1. IAPD individual record, CRD 7964111, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Formidable Asset Management, LLC, filed 14 August 2026. Executive officers and direct owners; this person is not among them.