Benjamin Shively (CRD# 3051154) is an Investment Advisor Representative working at Ami Investment Management Inc. in Kendallville, IN and has over 24 years of experience in the finance industry. Benjamin Shively has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 5057363
Thrivent Investment Management Inc.
CRD# 6869103
Mountain Peak Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ami Investment Management | Kendallville, IN | May 2021 - Current | 2 |
| Lake City Bank | Warsaw, IN | Jan 2003 - Apr 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1999 |
- IN
-
Total Assets Under Management705MILLIONS
-
Total Number of Accounts715ACCOUNTS
-
Average Account Value$986,455
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CT, FL, IN, LA, TX
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