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Benjamin David Shively

AMI INVESTMENT MANAGEMENT INC·KENDALLVILLE, Indiana
Series 7, Series 66Clean record25 years registeredAMI INVESTMENT MANAGEMENT INC
710 N KRUEGER STREET, KENDALLVILLE, IN 46755CRD# 3051154Firm CRD# 106321

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin David Shively · KENDALLVILLE, IN
Registration
CRD #3051154 · AMI INVESTMENT MANAGEMENT INC · 25 years registered
Brand Profile
Not yet started
01

Career History

AMI INVESTMENT MANAGEMENT INC
Aug 2022 – present
PRIMEVEST FINANCIAL SERVICES, INC.
Jan 2004 – Dec 2005
WARSAW, IN
MERRILL LYNCH PIERCE FENNER & SMITH INC.
Jun 2001 – Jan 2003
CARMEL, IN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · June 29, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMI INVESTMENT MANAGEMENT INC
CRD 106321 · SEC 801-49335
AUM
$705M
Regulatory assets under management
Employees
5
715 client accounts
Services offered by AMI INVESTMENT MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AMI INVESTMENT MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Benjamin David Shively offer?
Benjamin David Shively specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENDALLVILLE, Indiana for a consultation.
What are Benjamin David Shively's credentials?
Benjamin David Shively is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin David Shively located?
Benjamin David Shively is based in KENDALLVILLE, Indiana, working with AMI INVESTMENT MANAGEMENT INC. Their office serves clients in the KENDALLVILLE metropolitan area and surrounding communities.
How does Benjamin David Shively charge for services?
Benjamin David Shively's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMI INVESTMENT MANAGEMENT INC?
AMI INVESTMENT MANAGEMENT INC has approximately 5 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMI INVESTMENT MANAGEMENT INC

Michael Duane Axel
KENDALLVILLE, IN
Jacob Daniel Benedict
KENDALLVILLE, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)FISHERS (14)WINONA LAKE (14)COLUMBUS (12)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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