Advisor at AMI Investment Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AMI Investment Management Inc
Location
Kendallville, IN 46755
Credentials
Series 65
Industry experience
< 1 year
Victoria Kugler is a financial advisor at AMI Investment Management Inc in Kendallville, IN. She holds a Series 65 designation and has been with AMI since 2021, with prior experience at Centurion Industries Inc. and Office Pride. AMI provides discretionary investment management and financial planning to individual and institutional clients, including high-net-worth households and public entities. The firm employs a bottom-up, value-oriented investment process focused on fundamental research and manages a substantial asset base with a relatively small team.
Based on AMI Investment Management Inc
Based on AMI Investment Management Inc
Fixed retainer fees for financial planning services based on complexity, generally up to $5,000.
$0 - $2.5 million: 1.0% $2.5 million - $5 million: 0.80% $5 million - $10 million: 0.60% $10 million+: 0.40%
Fee-only: Fixed retainers for financial planning generally do not exceed $5,000, billed quarterly; fees may be higher for complex cases.
710 N Krueger Street
Kendallville, IN 46755
Indiana
Office Pride
2025 - 2025 (1 year)
AMI Investment Management
2021 - Present (5 years)
Centurion Industries Inc.
2013 - 2021 (8 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Auburn, IN
Mid Michigan Insurance and Financial Services LLC
CFP®, Series 66
Kendallville, IN
AMI Investment Management Inc
CFP®
Kendallville, IN
AMI Investment Management Inc
CFA®, Series 65
Kendallville, IN
AMI Investment Management Inc
Series 66
Auburn, IN
Pathway Financial Advisers, LLC
CFP®, Series 66
Auburn, IN
Pathway Financial Advisers, LLC
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