Victoria Lynn Kugler
Investment adviser representative at Ami Investment Management Inc
12 yearsExperience
1 stateRegistered in
$963.6MFirm assets
31 yearsFirm in business
Are you Victoria Lynn Kugler? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Ami Investment Management IncMay 2021 to now
- Office PrideFeb 2025 to Jul 2025
- Centurion Industries Inc.Jul 2013 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Ami Investment Management Inc
$963.6MAssets managed
315Clients
4Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8151001
- Firm CRD
- 106321