# Victoria Kugler

> Victoria Kugler is a fee-only financial advisor at AMI Investment Management in Kendallville, Indiana. AMI Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/victoria-kugler/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** AMI Investment Management
- **Based in:** Kendallville, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $963.6M across 764 accounts
- **CRD:** 8151001 (https://adviserinfo.sec.gov/individual/summary/8151001)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 65 (2025)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.amiinvestment.com

## Frequently asked questions

### Is Victoria Kugler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Victoria holds no broker registration, and AMI Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Victoria charge for financial advice?

Victoria's firm, AMI Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Victoria Kugler based?

Victoria Kugler is based in Kendallville, Indiana.

### Is Victoria Kugler registered with the SEC?

Yes. Victoria Kugler is registered as an investment adviser representative in IN (CRD 8151001), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does AMI Investment Management manage?

AMI Investment Management reports $963.6M across 764 accounts in assets under management.

### How do I contact Victoria Kugler?

Through Victoria's website, www.amiinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8151001): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.