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
CFP®, Series 66
Industry experience
6 years
Fixed retainer for financial planning services generally not exceeding $5,000, but may exceed for highly complex cases; billed quarterly.
$0 - $2.5 million: 1.0% $2.5 million - $5 million: 0.80% $5 million - $10 million: 0.60% $10 million+: 0.40%
AMI Investment Management
2021 - Present (5 years)
Lake City Bank
2003 - 2021 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Auburn, IN
Edward Jones
Series 66
Garrett, IN
Edward Jones
Series 66
Auburn, IN
Edward Jones
Series 66
Auburn, IN
Edward Jones
Series 65
Kendallville, IN
AMI Investment Management Inc
CFP®
Kendallville, IN
AMI Investment Management Inc
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