Unclaimed Profile

John Howard Kopeck

BBK CAPITAL PARTNERS, LLC·CINCINNATI, Ohio

SIE, Series 7, Series 63, Series 6523 years registeredBBK CAPITAL PARTNERS, LLC

255 E. 5TH STREET, CINCINNATI, OH 45202CRD# 2366882Firm CRD# 167555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Howard Kopeck · CINCINNATI, OH

Registration

CRD #2366882 · BBK CAPITAL PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

AMERIPRISE FINANCIAL SERVICES, LLC

Jul 2015 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Jul 2015 – present

BBK CAPITAL PARTNERS, LLC

Jun 2013 – Jul 2013

CINCINNATI, OH

RAYMOND JAMES & ASSOCIATES, INC.

May 2007 – Jul 2015

CINCINNATI, OH

CITIGROUP GLOBAL MARKETS INC.

Feb 2006 – May 2007

CINCINNATI, OH

LEGG MASON WOOD WALKER INC

Jan 2003 – Feb 2006

KENWOOD, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 13, 2003

Years registered · 23

Disclosure History

2010Customer Dispute·Withdrawn

2008Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FORMIDABLE ASSET MANAGEMENT, LLC

CRD 167555 · SEC 801-77975

AUM

$887M

Regulatory assets under management

Employees

1,064 client accounts

Services offered by FORMIDABLE ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FORMIDABLE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Howard Kopeck offer?

John Howard Kopeck specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CINCINNATI, Ohio for a consultation.

What are John Howard Kopeck's credentials?

John Howard Kopeck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Howard Kopeck located?

John Howard Kopeck is based in CINCINNATI, Ohio, working with BBK CAPITAL PARTNERS, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does John Howard Kopeck charge for services?

John Howard Kopeck's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BBK CAPITAL PARTNERS, LLC?

BBK CAPITAL PARTNERS, LLC has approximately 20 employees and manages $887M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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